Gifts of stock are an easy way to make a lasting contribution to Sempervirens Fund while realizing significant tax benefits.
By donating appreciated securities held for at least one year, you can take a tax deduction for the fair market value of your gift and avoid paying capital gains taxes. Stock gifts are valued at the time of transfer to Sempervirens Fund and the value of the gift is tax-deductible to the extent allowed by law.
To make a stock gift to Sempervirens Fund:
Contact us prior to transferring shares so we can anticipate your gift and acknowledge it promptly.
Director of Development
419 South San Antonio Road, Suite 211
Los Altos, CA 94022-3640
(650) 949-1453 x209
Contact your stockbroker and instruct him/her to transfer the shares to Sempervirens Fund’s account located at:
DTC#: 0015 Morgan Stanley
Account Name: Sempervirens Fund
Account Number: 112-097937
If you need assistance, you or your broker are welcome to contact our representative at Morgan Stanley:
Alex Bianchi, Sr. Vice President, at (650) 853-4004.
Sempervirens Fund will promptly send you an acknowledgement letter stating the value of your gift. Please contact us if you have any questions. Thank you for your support and your commitment to preserving the local coast redwoods!