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A gift of stocks and bonds is fully tax-deductible for the value of the shares at the time of transfer. In order to make a stock gift, please contact your broker or agent and ask them to make a direct electronic transfer of certificates to Hidden Villa’s account. Follow these steps to initiate a stock transfer:
- Authorize X amount of shares to be transferred via DTC on X date to Hidden Villa's account at Charles Schwab. Our Schwab account number is 8933-5687. The Schwab DTC number is 0164 - code 40.
- Provide your broker with the Trust for Hidden Villa’s Tax ID, which is # is 94-539836.
- Please have your stockbroker contact our development department by mail at 26870 Moody Road, Los Altos Hills, CA 94022, in a phone call to 650-949-9702 or an email to
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with:
- the name of the security
- the number of shares transferred
- the date of transfer
- the market value at time of transfer
- the name and contact details of your stockbroker
We will provide you with a tax receipt as soon as your gift is processed by our finance department. If you have any questions or would like more information, please contact the development office at
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or 650-949-9702.
Planned Giving
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