Stock Gifts

Giving Stock

By donating shares of appreciated stock to the Ojai Valley Service Foundation, you may be able to qualify for a charitable tax deduction for the current market value of your shares while avoiding capital gains tax. Please contact your tax advisor if making a gift of stock is right for you.

To make a gift of stock to the Ojai Valley Service Foundation, please forward the following information to your broker and notify us of your gift so you can receive credit for the gift:

Account Name:  Ojai Valley Service Foundation

Account Number: 17612248-1-3

DTC Number: 0057

Tax ID#: 95-3094343

Contact: Jeff McComas

Edward Jones

(805) 646-6259