Why donate appreciated securities?
If you hold long-term appreciated shares, you may be able to avoid capital gains tax on the appreciation by donating the shares in kind, while typically claiming a charitable deduction for the fair market value (subject to IRS limits). For many donors—especially publicly company employees and investors—this can stretch the size and impact of your gift compared to selling shares and giving cash.

How easy is it?
You don’t sell the shares. SD accepts them in kind via a simple DTC electronic transfer. Your broker initiates it, our custodian receives it, and SD sells the securities upon receipt and puts the proceeds to work for students. Most transfers are completed in 2–5 business days for publicly traded stock/ETFs.

1. Notify SD. Fill out this form or email advancement@sandomenico.org the ticker, number of shares, and your contact information so we can identify your transfer and credit your gift promptly.
    
2. Ask your broker to transfer shares using the following instructions:
   San Domenico School
   c/o Charles Schwab &    Co. Inc. DTC 0164
   101 Montgomery Street
   San Francisco, CA 94104
   Attn: Transfer of Assets Team
   For the Benefit of: San Domenico School
   Account # 7768-6148
   Contact: Heather Wright-Ojha, Advancement Systems Manager
   hwright-ojha@sandomenico.org
    
3. We acknowledge your gift. We record the number/type of shares and the gift date (the date we receive them in our account). We generally liquidate gifts of marketable securities upon receipt to protect philanthropic value. For valuation, nonprofits typically use the average of the high and low trading prices on the date of gift, per standard practice.

Compliance and tax note
San Domenico provides this information for general educational purposes only and does not offer tax or financial advice. In many cases, donors who contribute long-term appreciated securities to a qualified charity may avoid capital gains tax on the appreciation and may be eligible for an income-tax charitable deduction, subject to IRS rules and percentage limitations. Please consult your financial or tax advisor to determine what’s appropriate for you.

What is a DAF?
A Donor-Advised Fund is a charitable account you’ve already funded (e.g., Fidelity Charitable, Schwab Charitable, Vanguard Charitable, a community foundation). You recommend a grant from that account to San Domenico, and the sponsor sends the funds to us.

Why do independent school families and alumni like DAFs?

• Thoughtful generosity. You’ve already taken the deduction when funding your DAF, so recommending a grant deploys resources you’ve set aside without touching cash flow.
• Ease of use. Once you log in, a grant can be recommended in minutes. You can also schedule recurring grants that align with SD’s fiscal-year goals.
• Strategic timing. You can contribute to your DAF when it’s most tax-efficient for you, and then grant funds to SD when it matters most for our students.

How can I make a gift through a DAF?

1. Log in to your DAF portal.
2. Search for our legal name (San Domenico School) and EIN (94-6080077).
3. Specify “SD Fund (current-year use)” or another designation in the notes.
4. Submit! Your sponsor sends the grant directly to us.

How does SD recognize DAF giving?
DAF sponsors issue your tax receipt when you fund the DAF. When you recommend a grant to San Domenico, we’ll acknowledge your generosity and intended purpose, but we do not issue a new charitable tax receipt. We’re happy to publicly recognize you for DAF support, and if your employer matches DAF grants, we’ll coordinate the paperwork. Note that per IRS rules, DAF grants cannot be used to purchase tickets, tables, or goods/services.

Helpful details for your DAF portal

• Legal Name: San Domenico School
• EIN (Tax ID): 94-6080077
• Mailing Address for Grants: 1500 Butterfield Rd, San Anselmo, CA 94960
• Contact for Grant Questions: 
  Heather Wright-Ojha, Advancement Systems Manager
  hwright-ojha@sandomenico.org