Gifts of Securities

Gifts of securities are recorded based on the mean market value of the stock, bond, or mutual fund on the date of gift. This is determined by the date the donor relinquishes control of the asset.

Securities transactions are most easily handled if made through the California 4-H Foundation. Financial institutions provide minimal information on securities transfers, so to ensure proper disposition of the gifts, donors should alert the Foundation that a securities transfer has been made by notifying:

California 4-H Foundation

Attn: Annette Leeleand
PO Box 73673
Davis, CA 95617

Phone: 530-754-0455
E-mail: aleeland@ucdavis.edu