Donating stock

If you give appreciated securities to Stanbridge, there are two benefits. First, you avoid paying capital gains taxes on the amount of the appreciation. Second, you can still deduct the full amount of the current value of the stock as a charitable income tax donation.

To make a gift of stock, have your stockbroker electronically transfer your stock to the Stanbridge Academy account using the information below:

Stanbridge Brokerage Account
Charles Schwab & Co., Inc.
Account Number: 8421-9136
DTC Number: 0164, code 40

Mailing address
Charles Schwab & Co., Inc.
El Paso Operations Center
PO Box 982600
El Paso, TX 79998-2600
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Please note, to the extent possible, on the transfer:

• Number of shares
• Name of company and/or ticker symbol
• Date of transfer
• Your stockbroker’s name and phone number
• Student name/grade (if applicable)
• Designation of your gift to the Annual Fund

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Other ways to give

The Stanbridge Annual Fund supports all aspects of our school and program, and there are many ways you can contribute to make a difference. In addition donating stock and giving through a donor advised fund, you can also support Stanbridge by...

• Making an online credit/debit card donation
• Giving by check or over the phone
• ​Donating goods or services
• ​Giving via Facebook, AmazonSmile, Box Tops, eScrip, and more

Giving via DAF

​A Donor Advised Fund (DAF) is a charitable giving program managed by a nonprofit institution—known as a sponsoring organization—and created for the purpose of managing charitable gifts on behalf of donors.

What Are the Advantages of a Donor Advised Fund?

• Your gifts to your donor advised fund entitle you to an immediate income tax deduction at the time of contribution.
• You avoid capital gains tax on appreciated assets you place in your donor advised fund.
• Your fund’s investment gains accumulate tax free.
• Funds are distributed to Stanbridge Academy in your name and immediately put to use to provide support to our students through our Annual Fund Campaign.

How Does It Work?

• You contribute assets such as cash, stocks or bonds to a donor advised fund established in your name and managed by a sponsoring organization.
• The sponsoring organization reinvests your gift as you direct.
• The sponsoring organization makes distributions from your fund to charities you recommend, such as Stanbridge Academy.

How do I make a donation through my DAF?
Simply contact your sponsoring organization directly and recommend a donation in support of Stanbridge Academy. Provide your sponsoring organization with the following information:

• The amount of your donation
• Stanbridge's Federal Taxpayer ID Number:
  23-7379082
• Our mailing address:
  ​Stanbridge Academy
  515 E. Poplar Ave.
  ​San Mateo, CA 94401

We are happy to provide you with more information about donor advised funds or answer your questions. Please contact our Business Office at 650.375.5860, ext. 616.