Other Investment Account Donations

Gifts of Stock

Donating stocks is a great way to support your neighbors in thriving. Making a gift of securities is simple and offers several financial benefits.

• You can donate appreciated stocks or bonds.
• The total value of the stock upon transfer is tax-deductible.
• There is no obligation to pay any capital gains taxes on the appreciation.

Work directly with your broker, use our online tool to access our account information and initiate your gift.

Any questions about giving stocks? Contact our Donor Services team at (415) 282-1907 ext. 249, or donationssf@sfmfoodbank.org. The San Francisco-Marin Food Bank is a 501(c)3 nonprofit organization. 
Our tax identification number is 94-3041517.

Mutual Funds

Donating mutual funds is a great way to support your neighbors in thriving. Making a gift of securities is simple and offers several financial benefits.

• You can donate mutual funds*.
  • *PLEASE NOTE – If you are transferring mutual funds to the Food Bank, please have your broker contact JPMorgan Chase Bank at the following email or phone number to receive a BIN number before your transfer is initiated. To issue a BIN number, JPMorgan will need the mutual fund name, ticker, and quantity. Email: Team_FOG@jpmorgan.com OR Phone Number: 650-853-3281. 

IRA Charitable Rollovers

By donating from your IRA by making a QCD, you’re supporting your community and simultaneously receiving significant tax benefits. In most cases, the fair market value of the stocks, bonds, and mutual funds shares will be allowable as a charitable deduction, in addition to avoidance of capital gains taxes that would normally be due upon sale. (Consult your tax advisor regarding limitations on deductions for gifts of securities held for less than one year).

A Qualified Charitable Distribution (QCD) is a direct, tax-free transfer of funds from an Individual Retirement Account (IRA) to a qualified 501(c)(3) public charity.

How it works:

GIVE FROM YOUR IRA

Any questions about IRA rollovers? Contact our Donor Services team at (415) 282-1907 ext. 249, or email donationssf@sfmfoodbank.org. If you’d prefer to finalize your gift offline, print out this form, manually enter your information and mail the form to:

San Francisco-Marin Food Bank
P.O. Box 7203
San Francisco, CA 94102-7203

Donor Advised Funds

An increasingly popular charitable vehicle, a Donor Advised Fund (DAF) is a great way to both simplify your charitable giving and facilitate your strategic philanthropic goals.

A DAF, which is like a charitable savings account, gives you flexibility to recommend how much and how often money is granted to the San Francisco-Marin Food Bank (or any other qualified nonprofits you choose to give to). You can recommend a grant or recurring grants now to make an immediate impact, or use your fund as a tool for future charitable gifts.

MAKE A GRANT REQUEST

You can also make monthly donations via your DAF by recommending a recurring grant. Your gift can also be matched via your employer if they offer matching of charitable gifts.

Any questions about giving via your DAF? Contact our Donor Services team at (415) 282-1907 ext. 249, or email donationssf@sfmfoodbank.org.

Checks can be made payable to San Francisco-Marin Food Bank. Mail checks to:

San Francisco-Marin Food Bank
P.O. Box 7203
San Francisco, CA 94120-7203