Make-A-Wish Foundation of Greater Bay Area Federal Tax ID: 94-2958481 

Stock or Mutual Fund 

To transfer your appreciated assets (stocks, bonds, mutual funds, or exchange traded funds), please use the following electronic transfer information and work directly with your broker to transfer your stocks. Please notify us when you are planning to make a gift of stock or mutual fund shares (see contact information and stock form below form). 

Morgan Stanley 
DTC # 0015 
Account # 178-035125 
Account Name: Make-A-Wish Foundation of Greater Bay Area 
  
It is important that you authorize the broker to disclose to Make-A-Wish Greater Bay Area the following information pertaining to the stock transfer so that your gift is efficiently identified:  

• Donor name and address

• Name of stock and number of shares  

• Estimated value  

• Purpose of gift  

You can also fill out this Stock Donation Form and send to Senior Major Gifts Officer Dennis Schrag at dschrag@sf.wish.org.

Qualified Charitable Distribution (IRA Charitable Rollover Gift) 

A Qualified Charitable Distribution, also known as an IRA charitable rollover gift, allows individuals 70½ or older to make an outright gift of up to $100,000 annually from an IRA directly to Make-A-Wish Greater Bay Area (the distribution is not subject to tax). 

You should work closely with your IRA custodian to request a direct distribution to Make-A-Wish Greater Bay Area. Please notify us when you are planning to make a Qualified Charitable Distribution (see contact information below). 

Once you have made your first gift, you can also set up recurring gifts with your IRA custodian to eliminate the hassle of going through the process again.  

Recap of Rules 

• The IRA account holder must be age 70½ or older at the time the distribution is made to Make-A-Wish Greater Bay Area 

• Distributions are limited to $100,000 per individual per year and must be transferred directly from the IRA custodian to Make-A-Wish Greater Bay Area 

• Distributions can only be directed from a traditional or Roth IRA 

• The distribution must be an outright gift to Make-A-Wish Greater Bay Area 

Benefits 

• Satisfies all or part of annual required minimum distributions (RMD) and provides a charitable giving strategy for donors who do not need the additional income 

• The rollover amount is a tax-exempt distribution and not subject to income tax 

• Maximizes giving by allowing donors to give outside of the charitable deduction limit 

• Provides value for those who do not itemize 

• May be used to fulfill any outstanding pledges 

The above information is intended to assist you in your tax, estate, and charitable planning. It is not intended as legal or tax advice. For such advice, please contact an attorney or financial advisor.

For more information, please contact: 

Dennis Schrag
Senior Major Gifts Officer
dschrag@sf.wish.org   
Direct: 415.321.7393