Stock and Mutual Funds

Stock shares are an excellent way to give because you can fulfill your philanthropic goals in a number of ways.

1. Use the stock's fair market value as your charitable deduction, up to 30% of your adjusted gross income
2. Make gifts of appreciated securities
3. Leverage charitable gift annuities
4. Establish a charitable lead annuity trust 
5. Use charitable remainder unitrusts

We recommend that you consult with your tax advisor and broker regarding the tax deductibility and timing of your gift.

You can make a gift of securities to the Hertz Foundation using electronic transfer (via your broker) or through physical mail. Electronic transfer is the most secure and quickest delivery method. 

Prior to transferring shares, please contact the Hertz Foundation’s development office by calling 925.373.1642 (ext. 3) to provide your name, company’s name, stock ticker symbol, and the number of shares being donated.  This helps ensure the correct crediting of the gift to you when the shares are received.

Brokerage: Goldman Sachs
DTC Number: 0005
Account Name: Fannie and John Hertz Foundation (Donor)
Account Number: 055-93125-7
Tax ID Number: 36-2411723

When mailing stock certificates directly to the foundation, you must use separate envelopes to send the signed stock certificate(s) and the signed stock power form. This is an important safety precaution in case someone intercepts one of the envelopes en route to the foundation.

Send mail to:

Fannie and John Hertz Foundation
6701 Koll Center Parkway, Suite 250
Pleasanton, CA 94566

Every gift to the Hertz Foundation fuels groundbreaking research and helps strengthen our nation's security and economic vitality. That's why we offer a range of opportunities to make it easy and convenient for you to make your donation.