“Being in the Dining Room reminds me of what the larger world should look like. St. Anthony’s Dining Room is a place where anyone can come and be treated with respect and dignity.”
Giving long-term, appreciated securities may provide greater benefits to you and St. Anthony Foundation.
When you donate long-term appreciated securities (stocks or mutual funds) directly to St. Anthony’s, you will receive a tax deduction up to 30% of your adjusted gross income for the full fair market value of the property donated. By donating stock directly to St. Anthony’s, you can avoid paying capital gain taxes on the gain in value when the stock or mutual fund is sold. (You must have owned the stock for at least one year.) You are also helping San Francisco’s most vulnerable residents build better futures.
If you plan on sending an original stock certificate, please do not endorse the certificate on the back, as you will be making the stock certificate negotiable by anyone. We recommend that you use a separate stock power form and mail them in separate envelopes.
If you choose to use a broker, please provide them with the following information:
Investment Capital Advisors
700 Airport Blvd, Suite 490
Burlingame, CA 94010
Mr. Willington T. Fong
(650) 825-9001 – Fax
St. Anthony Foundation