Please follow these instructions for making a tax-deductible gift of stock, mutual fund shares or bonds to California State Parks Foundation. Donors will receive a formal acknowledgment and tax substantiation upon successful completion of a gift.
1. Please call Mike Bankert, Vice President of Finance or Lee Theisen, Associate Vice President of Development at 415-262-4400 or email them at mike@calparks.org or lee@calparks.org and provide the following:
Name of donor, address and telephone number
Anticipated date of transfer
Restrictions on the purpose of the gift, if any
Name of stock and number of shares
Special instructions, if any
2. Write a letter specifying the above information to:
Mike Bankert Vice President of Finance California State Parks Foundation 800 College Ave PO Box 548 Kentfield, CA 94914
For stock to be delivered via wire transfer, please wire funds to either:
Morgan Stanley Dean Witter DTC# 015 For further credit to 101 781262-154 California State Parks Foundation Attn: John Ritchie (415) 693-6087
OR
UBS Paine Webber DTC#0221 Account #Y3 02438 FBO: California State Parks Foundation Attn: Greg Werner (415) 576-2987
For stocks to be delivered in certificate form, mail stock certificate (do not endorse) to:
California State Parks Foundation 50 Francisco Street, Suite 110 San Francisco, CA 94133
