To 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 website.
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:
(tax identification number) 51-0172331
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.
Please call Jan Armstrong in the Development Department at 415.453.1000 x13 to facilitate your gift or to ask questions. You may also reach her by email at email@example.com.
As with any gift to WildCare, please consult your tax advisor for the exact tax benefits of your charitable contribution.