Thank you very much for considering a gift in securities to San Francisco State University Foundation.
Donating appreciated securities to the Foundation (ie. stocks, bonds, and mutual fund shares) can be an effective tax strategy and maximize the value of your donation to our students and programs.
Appreciated securities can be donated to San Francisco State Foundation via our transfer form, which authorizes your broker to make this transfer. Please fill out the entire form and provide it to your broker to initiate the gift. If you are transferring stock from a joint account, both account owners must sign the form. Stock can be donated from multiple companies held within the same account. You can also make a single transfer for donation to multiple destinations within the SF State Foundation.
If you have any questions about the stock transfer, please contact Irina Krasnitskaya, Gift Records Manager, at irinak@sfsu.edu.