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Donate Stock

By transferring ownership of stocks directly to the Bay Area Disc Association instead of selling them outright, we can leverage your generosity to create greater impact. Since we have 501(c)(3) nonprofit status, we pay no taxes on your stock gift, and you may avoid capital gains taxes and maximize your income tax deduction. The tax benefits can vary based on your tax bracket and how long you've owned the stock, so please consult a tax advisor since we are not professional financial or tax advisors.

For independent references, please see the stock donation guides from these sites: 

Wells Fargo

Charles Schwab

NOLO


INSTRUCTIONS FOR STOCK TRANSFERS

Transfers of marketable securities to the Bay Area Disc Association should be directed to the investment broker of Community Initiatives, which serves as the Bay Area Disc Association's 501(c)(3) nonprofit fiscal sponsor organization.


INVESTMENT BROKER:

Union Banc Investment Services

350 California Street, Plaza Level

San Francisco, CA 94104


ACCOUNT REPS:

Brian Batt

Vice President

PH: (415) 705-7186

FX: (415) 705-7151


ACCOUNT INFORMATION:

NFSC

DTC number: 0226

FBO, Community Initiatives, account number 0BP-771498 (please note the first digit of the account number is zero)


TO BENEFIT:

"Bay Area Disc Association, a project of Community Initiatives"


For any questions about the transfer process, please contact:

Craig Fox

CFO, Community Initiatives

craig@communityin.org

354 Pine Street, Ste. 700

San Francisco, CA 94104

PH: (415) 230-7729


For questions about Bay Area Disc Association, please contact:

Michael McGuirk

Executive Director, Bay Area Disc Association

mike.mcguirk@bayareadisc.org


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