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Gifts of Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to Santa Barbara Museum of Natural History.

Gift of Stock and Bonds
Stocks/Bonds
SBMNH
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Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Make your gift today by electronic transfer!

It's easy. To make a stock gift contact (write or call) your brokerage firm and instruct them to wire transfer a specified number of shares from your account to the Santa Barbara Museum of Natural History Acct. No. 7785-4321 at Schwab Institutional, DTC# 0164. Please be sure to inform the Museum of your transaction. You can also contact us for delivery instructions to make a transfer from your brokerage account to Santa Barbara Museum of Natural History.

Send us your gift by mail

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail. Our address is: Caroline Grange, Director of Development, Santa Barbara Museum of Natural History, 2559 Puesta del Sol, Santa Barbara, CA 93105.

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.