Gifts of Stock

[DOWNLOAD HOUSE TRANSFER INSTRUCTION & LETTER]

For all stock gifts and wire transfers, please download the Ronald McDonald House Transfer Instruction Letter. In order to properly acknowledge your gift and ensure the correct donor is credited for the gift, please notify us of the transfer. Please state the purpose of your gift and an address to send a gift acknowledgement.

The value of your stock gift is determined by taking the mean of the high and the low value of the security on the day that it is credited to the Ronald McDonald House account or the day that the certificate is in the custody of the House with a gift letter and an executed stock power. If mailed through the U.S. Postal Service, the gift value is established on the date of the postmark.

The House’s Federal Tax ID Number is 94-2538615.

You may also use the letter to send directly to your broker or bank trust officer with your gifting instructions. If you wish to gift a stock certificate rather than have your bank or broker deliver the stock electronically, please have the certificate registered in the name of “Charles Schwab & Co., Inc. as custodian, fbo Ronald McDonald House at Stanford”, as specified on the attached form. Please send or fax a copy of your transfer authorization to the House at the address below so we may expect your gift.

If the certificate is registered in your name, send it to the House unsigned, along with a letter confirming the gift to the House. You will want to include the specific purpose of the gift. Send a signed stock power in a separate envelope. Stock powers must be signed as the name(s) appear on the stock certificates.

Delivering or Mailing Certificates
Finance Director
Ronald McDonald House at Stanford
520 Sand Hill Road
Palo Alto, CA 94304
650.470.6009
650.470.6018 (fax)
cynthia@rmhstanford.org

Asset Manager Contact
Lisa H. Read
Wetherby Asset Management
580 California Street, Third Floor
San Francisco, CA 94104
415.399.9159
415.399.9330 (fax)
lisa@wetherby.com