The entrance to WildCare's courtyard. Photo by Tory RussellWhen you make your next gift to WildCare, consider donating stocks, bonds or mutual funds, a tax-wise alternative. WildCare accepts gifts of publicly traded stocks, bonds and mutual funds.

If you would like to make a gift of appreciated stock to WildCare, you will need the following information:

WildCare EIN#: 51-0172331

WildCare Broker Name: Morgan Stanley Smith Barney:
WildCare Account Number at Morgan Stanley Smith Barney: 528-106-865
Morgan Stanley Smith Barney DTC number: 0015
Morgan Stanley Smith Barney Local Telephone Number: (415) 460-6207

Please inform your banker or broker that you would like to make this gift. S/he can advise you regarding the specific procedures at your bank or brokerage firm. Questions about making gifts of appreciated stock to WildCare? Please call Dustin Alexander at (415) 453-1000 x22 or email dustinalexander@discoverwildcare.org.

General Information

Please call Dustin Alexander in the Development Department at 415-453-1000 x22 to facilitate your gift or if you have questions.

As with any gift to WildCare, please consult your tax advisor for the exact tax benefits of your charitable contribution.

Terwilliger Environmental Award. Photo by Tory RussellStocks or Bonds Held by Your Banker or Broker

Please have your banker or broker transmit the details of your gift to Dustin Alexander in the Development Department by calling 415-453-1000 x22, email dustinalexander@discoverwildcare.org or by writing to:

WildCare
Development Department
Attn: Dustin Alexander
76 Albert Park Lane
San Rafael, CA 94901

You may deliver the stock or bond certificate(s) to your banker or broker with a letter of instruction to transfer the certificate(s) to WildCare. Please see Sample Letter for Stocks or Bonds (will open as a Microsoft Word document) for an example of a letter requesting such a transfer.

Stock or Bond Certificates in Your Possession

If you do not have a banker or broker for the purposes of this gift, you may mail the stock or bond certificate(s) registered in your name to WildCare. The certificate(s) must be accompanied by a stock power that you have signed in the presence of a notary. The stock power must be signed exactly as your name is listed on the face of the
certificate(s).

Send the certificate(s) by registered mail (and return receipt requested if you would like to receive proof of delivery) and the stock power, under separate cover by first class mail to:

WildCare
Development Department
Attn: Dustin Alexander
76 Albert Park Lane
San Rafael, CA 94901

Upon receipt, your gift will be recorded and the certificate(s) sent to WildCare’s broker for immediate disposition.

Mutual Funds

Lupin. Photo by Chris WhittierTo give a gift of mutual funds that are held by your banker or broker, or that are in certificate form, please use the same procedure outlined in detail in the Gifts of Stocks or Bonds section of this page.

To give a gift or mutual funds held by the fund, the usual procedure is to send a letter (click for a Sample Letter to Mutual Fund) to the mutual fund indicating your account number and instructing them to transfer the number of shares to:

WildCare
Development Department
Attn: Dustin Alexander
76 Albert Park Lane
San Rafael, CA 94901

Most mutual funds have an 800# for shareholder questions. You should contact the company for their specific procedures before writing your letter of instruction. Your fund may require a signature guarantee on your letter. Please see Sample Letter for Mutual Funds (will open as a Microsoft Word document).

This material should be sent by certified mail; ask for return receipt requested if you wish to receive proof of delivery. Please keep copies of all correspondence for your records. You can send a copy of your gift letter to WildCare as notification of your gift.

Contact Information

Please call Dustin Alexander in the Development Department at 415-453-1000 x22 to facilitate your gift or to ask questions. You may also reach him by email at dustinalexander@discoverwildcare.org.

As with any gift to WildCare, please consult your tax advisor for the exact tax benefits of your charitable contribution.