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Events Apply
Events Apply

Stocks & Securities

residential treatment centers

You may contribute stocks, bonds or mutual funds as a way to give to Hanna Boys Center and enjoy a tax deduction equal to the current market value of the donated asset, regardless of its original cost basis. This way, you benefit from your income tax deduction while the gift prevents possible capital gains tax. All gifts of securities are sold in a timely manner by the fund’s broker.

GIFTS OF SECURITIES MAY BE MADE IN THREE WAYS: 

  • Through a broker
  • By mail
  • By hand

Through a Broker

A donor may direct his or her stockbroker to transfer specific securities to:

Monica Clark, Chief Financial Officer
Hanna Boys Center
17000 Arnold Drive
Sonoma, CA 95476
Phone: 707 996 6767
Fax: 707 996 4742

In order to recognize the donor and the gift, Hanna Boys Center needs to be informed directly about the transaction; otherwise, the gift will be listed as anonymous.

By Mail

A donor may send the stock certificate via registered mail to:

Monica Clark, Chief Financial Officer
Hanna Boys Center
17000 Arnold Drive
Sonoma, CA 95476

The certificate should be endorsed to Hanna Boys Center and signed by the owner(s) identified on the front of the certificate. No signature guarantee is necessary because a properly endorsed certificate cannot be transferred to another party. Hanna Boys Center forwards these gifts to its broker.

By Hand

A donor may deliver an endorsed stock certificate directly to Hanna Boys Center. Prior arrangements should be made beforehand.

Monica Clark, Chief Financial Officer
Hanna Boys Center
17000 Arnold Drive
Sonoma, CA 95476

The donor should be sure that Hanna Boys Center is advised of the intended purpose of the gift at the time the gift is made. Hanna’s tax identification number is 94-1156478.