Tax and Securities Information

In order to claim a deduction in this tax year, gifts received by Marin Horizon School must be postmarked by December 31. Gifts postmarked, and transfers occurring in the new year are credited accordingly. If you are giving securities, your broker can arrange transfer of stock from your account to Marin Horizon’s account.
 
When securities are given as a charitable contribution, donors receive tax deductions based on the fair market value of the securities at the time the gift is made, therefore avoiding capital gains tax on the appreciated value of the stock. Gifts of appreciated securities are generally fully deductible up to a maximum of 30% of your adjusted gross income. Anything more can be deducted over the course of a maximum of five subsequent years, which can be subject to certain limitations.

How to Make a Gift of Securities to Marin Horizon School

1. Instruct your broker to transfer your securities (i.e. common stock) into Marin Horizon’s account at: 
Our account is with Charles Schwab DTC number – 0164
Account#: 2715-5863

2. When you have initiated the transfer, please contact (preferably via email):
Stuart Beeson
Development Manager
Marin Horizon School
sbeeson@marinhorizon.org
305 Montford Avenue
Mill Valley, CA 94941
 
State that you have made a gift of securities and include: 
  • Name of stock/securities and your account number
  • Number of shares
  • Purpose of the donation (i.e. Annual Gift Program or restricted gift) 
  • Thank you and please feel free to call with questions at (415) 388-8408 ext. 230

Wiring Instructions

The wiring instructions are as follows for domestic & international are:
 
First Republic Bank
111 Pine Street
San Francisco, CA 94111
(888) 408-0288
 
SWIFT Code:  FRBBUS6S - if you are wiring domestic then you do not need this code
 
Routing #: 321081669
 
Credit to Account #: 80000604505
 
for:
Marin Horizon School
305 Montford Avenue
Mill Valley, CA 94941
(415) 388-8408