Give Stock
Your Gift Fuels New Futures
Use the instructions below to direct a tax-deductible gift of stock to benefit our programs. Your partnership helps end homelessness and expand career opportunities.
Simple instructions for your gift
Before transfer, please email or call Development Director Corry Kanzenberg at ckanzenberg@hbofm.org or 415-382-3362, ext. 216, to notify us of your gift with the following information. Brokerages do not always share donor names and we want to thank you for your gift!
– Your name and contact information
– Name of the security
– Number of shares
– Approximate transfer date
You can transfer your gift electronically by providing your broker with the following information:
Charles Schwab
P.O. Box 52114
Phoenix, AZ 85072
Account #: 9918-4666
DTC #: 0164, CODE 40
Official Account Name: HOMEWARD BOUND OF MARIN
When you give appreciated securities that you’ve owned for more than a year, you are exempt from capital gains taxes on any increase in value – taxes you would pay if you sold the stock. You will be entitled to a federal income tax deduction based on current fair market value of the securities.
We offer simple tools from our partners at FreeWill to help you make a difference with a gift of stock. You also can explore more options for non-cash donations.