Gifts of Stock
Making a gift to the ACLU Foundation of Northern California via stock, or other securities (such as bonds or mutual funds), allows you to have an immediate impact on the fight for civil liberties.
The total value of your gift is tax-deductible as long as it has been held for at least one year. There is no obligation to pay any capital gains tax on the appreciated value. And, the gift is fully deductible as of the date it arrives in our account.
Each individual’s tax situation is different, so please be sure to consult your tax advisor about the best way to make your charitable gifts.
Frequently Asked Questions
Q. Can I transfer my stock electronically?
A. Yes, if your stock is held in brokerage account, you can transfer your gift electronically.
Please provide your broker with the following information:
DTC #: 0015
Account Name: ACLU Foundation of Northern California
Account #: 101-119026-819
Brokerage: Morgan Stanley Wealth Management office at 101 California Street, 3rd Floor, San Francisco, CA 94111
Q. Do I need to notify the ACLU about my stock transfer?
A. Yes, when your stock is transferred to our account, we do not receive any information that identifies you as the donor. Please notify Suzanne Kleid at skleid@aclunc.org or call 415-316-0393 when you transfer stock and provide the following information:
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Name of the stock
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Number of shares
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Your name and address
Q. What is the ACLU Foundation’s tax identification number?
A. Our tax id number is 94‐0279770.
Q. Can I make a donation using a paper stock certificate?
A. Yes, we can accept your paper stock certificate. Please contact Suzanne Kleid at skleid@aclunc.org or call 415-316-0393 for more information.
Q. I have other questions. Who do I contact?
A. Please email Suzanne Kleid at skleid@aclunc.org or call 415-316-0393.
A PDF of these instructions is also available to download and print.