Stock and Mutual Funds

Stock shares are an excellent way to give. With the anticipated rise in capital gains tax rates next year, now may be an especially advantageous time for you to consider a gift of highly appreciated securities to the Hertz Foundation.

You can fulfill your philanthropic goals by taking advantage of existing tax provisions and rates in a number of ways.

1. Capitalize on the 100% charitable deductions for cash gifts in 2021
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.

How to Donate Securities

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.

Electronic Transfer 

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

Mail Transfer

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
2300 First Street, Suite 250
Livermore, CA 94550

More Ways to Give

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.