Sample

Donate Stock

Thank you for your interest in supporting Gilroy Gardens Family Theme Park with a charitable gift of stock. Your gift provides for tax saving and you can receive an income tax deduction for the full market value of the stocks, bonds or securities and avoid all or part of the capital gains tax...all while generously supporting our Park! To help you facilitate this gift to Gilroy Gardens, please use the instructions below. If you have a specific question, please contact us at (408) 840-7139.

Step 1: INITIATE TRANSFER

There are two common methods of gifting securities to Gilroy Gardens. The first is electronic transfer through which your broker can transfer shares using the Gilroy Gardens DTC number. The other is physically mailing the paper certificates to the Gilroy Gardens Treasury department. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.

Step 2: CHOOSE THE METHOD OF DELIVERY

Choose one of the two available brokerage accounts open for accepting electronic transfers, or choose the mail delivery option below:

A. SECURITIES DELIVERED ELECTRONICALLY
Donate your stock to Gilroy Gardens Family Theme Park through Fidelity Investments, and Gilroy Gardens Family Theme Park will sell the stock through the Charitable Stock Donation Program.

Fidelity Investments
851 E. Hamilton Avenue, Suite 100
Campbell, CA 95008
DTC Number: 0226
ACCT Name: Gilroy Gardens Family Theme Park (Tax ID# 31-1574450)
ACCT Number: Z69314846

B. SECURITIES DELIVERED BY MAIL
Mail your UNENDORSED certificate(s) with a Stock Waiver Form and Stock Power Form, in separate envelopes, by registered mail, to:

Gilroy Gardens Family Theme Park
3050 Hecker Pass Hwy
Gilroy, Ca 95020

NOTE: Certificates already registered in the name of Gilroy Gardens Family Theme Park do not require either the stock waiver or stock power for execution of the transfer.

Step 3: NOTIFY GILROY GARDENS FAMILY THEME PARK

Regardless of the method chosen to deliver a gift of stock; the donor needs to provide us some information about the gift for audit and acknowledgment purposes. Notify Us Now. Or send a letter or an e-mail to communicate the information below at the time of transfer:

  • Donor's full name and complete address
  • Name and number of securities transferred
  • Date of the transfer
Send to:
Gilroy Gardens Family Theme Park
Attn: Gift Planning
3050 Hecker Pass Hwy
Gilroy, Ca 95020
E-mail: Donate Stock
Phone: (408) 840-7165
Fax: (408) 846-0741

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