Securities Transfers to West Marin Fund

Advantages of giving stock or securities

  • Receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • Pay no capital gains tax on the transfer when the stock is sold.

Giving appreciated stock can be more beneficial than giving cash. The “cost” of your gift is often less than the deduction you gain by making it.


Transfer Instructions

Please use the following information to make a contribution of securities via DTC from any brokerage account into West Marin Fund’s Fidelity Investments brokerage account.

Fidelity Investments
PO Box 770001
Cincinnati OH 45277
DTC 0226
Account # Z47943395
For the benefit of West Marin Fund

IMPORTANT: Please inform our Executive Director when making the transfer so that we can verify receipt of the transfer, issue a letter for tax purposes, and show our appreciation for your gift.

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