When you give appreciated securities, you may receive an immediate tax deduction and savings on capital gains taxes. You can make a gift of appreciated securities to Point Blue Conservation Science while diversifying your portfolio.

Benefits

Charles Schwab & Co.
P.O. Box 52013
Phoenix, AZ 85072
Phone: 1-800-515-2157

Account Name: Point Reyes Bird Observatory (note, this is still our legal name)
Account # 1820-6448
DTC # 0164
Tax ID#: 94-1594250

 

Morgan Stanley Smith Barney
750 Lindaro Street, Suite 300
San Rafael, CA 94901
Attn: Catheryne DiPrete, CFP
Phone:415-482-1505
Fax: 415-451-1401

Account name: Point Reyes Bird Observatory (note, this is still our legal name) 
Account#: 172-069-405-777
DTC# 0015
Tax ID#: 94-1594250

To ensure that we process your transfer in a timely manner, please call, email, or fax us at the time of your transfer:
Nancy Gamble, Director, Individual Giving
ngamble@pointblue.org
Tel: 707.781.2554
Fax: 707-765-1685
3820 Cypress Drive #11, Petaluma, CA 94954