Gifts of appreciated stock are very welcome and offer many advantages to you, the donor:

You pay none of the capital gains tax on the appreciated value of the stock. You receive a tax-deduction equal to the full, current value of the stock, and EBMC receives 100% of the value of the stock.

It is an easy 2 step process:

Step 1

The stock transfer is handled between your and our account institutions, not between you and EBMC directly.  Please provide this information to your account adviser:

  • Account Name: East Bay Meditation Center
  • Account Number: 4018-7469
  • DTC Number: 0164, Code 40
  • Tax ID Number: 94-3376180
  • Charles Schwab & Co.
  • Attn: Asset Transfer Services
  • P.O. Box 52114
  • Phoenix, AZ 85072-2114

Step 2

Please contact us directly, with information about the stock name, and number of shares being transferred, so that we can credit your donation.   Email Cassandra Shaylor, Development Director.