Outward Bound California: Stock Gift Form

To receive stock instructions, please complete this form (or direct your broker to this page.) Once this form is completed, electronic funds transfer details will be sent to your email. If you or your financial advisor have any questions, please email development@obca.org.

A Smart Way to Give

Many people choose to give stocks, securities, or mutual funds instead of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.

Gifts of assets can often save you far more on taxes than gifts of cash
Avoid all capital gains taxes
Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
Make an immediate impact on our mission

First Name

Last Name

Email Address

Mobile Phone

Name and Type of Securities You Expect to Transfer

Stock Symbol

Number of Shares

Estimated Value

Anticipated Date of Transfer

Any special instructions?