Gifts of stock and bonds can be one of the most advantageous ways of giving. In the form of Incentive Stock Options or regular investment holdings, you may deduct the full fair market value of the stock as a charitable contribution, while bypassing all capital gains taxes (to qualify you must own your stock for more than one year). Securities may be donated by transferring them directly into the Samaritan House account at Morgan Stanley.

Samaritan House broker contact information:
David Neeve
Morgan Stanley
101 California St - 7th Floor
San Francisco, CA 94111
415-693-6119

Or for more information, contact:
Jolie Bou
Director of Finance
Samaritan House
1511 S. Claremont St.
San Mateo, CA 94402
650-341-4081, ext. 34
jolie@samaritanhouse.com

Valuation
The value of your gift is calculated by using an average of the high and low prices of the security on the date that it enters our account. This is included in our thank you letter. This letter can then be used as proof of your donation for tax purposes.

Privacy Statement
Our broker cannot obtain any of your account information. Your information is kept strictly confidential to protect your privacy.

Samaritan House is a 501(C)3 organization. Federal Tax I.D. number: 23-7416272. All donations are tax deductible as permitted by law.