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Gifts Stocks and Securites - Hanna center

Experiences in life can affect the person you are; not the person you were meant to be. This belief has helped us to change the life of every boy who has come to Hanna Boys Center, since we opened our doors in 1945. It takes work. Good things don’t come easily. But good things do happen. At Hanna, we’re here to help. With a lot of support, a lot of understanding, and a lot of guidance.

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Gifts Stocks and Securites - Hanna center

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  1. Gifts of Stock & Securities You may contribute stocks, bonds or mutual funds and enjoy a tax deduction equal to the current market value of the donated asset, regardless of its original cost basis. This way, you benefit from your income tax deduction while the gift prevents possible capital gains tax. All gifts of securities are sold in a timely manner by the fund's broker. GIFTS OF SECURITIES MAY BE MADE IN THREE WAYS: Through a broker By mail By hand THROUGH A BROKER A donor may direct his or her stockbroker to transfer specific securities to: Monica Clark, Chief Financial Officer Hanna Boys Center 17000 Arnold Drive Sonoma, CA 95476 Phone: 707 996 6767 Fax: 707 996 4795 In order to recognize the donor and the gift, Hanna Boys Center needs to be informed directly about the transaction; otherwise, the gift will be listed as anonymous. BY MAIL

  2. A donor may send the stock certificate via registered mail to: Monica Clark, Chief Financial Officer Hanna Boys Center 17000 Arnold Drive Sonoma, CA 95476 The certificate should be endorsed to Hanna Boys Center and signed by the owner(s) identified on the front of the certificate. No signature guarantee is necessary because a properly endorsed certificate cannot be transferred to another party. Hanna Boys Center forwards these gifts to its broker. BY HAND A donor may deliver an endorsed stock certificate directly to Hanna Boys Center. Prior arrangements should be made beforehand. Monica Clark, Chief Financial Officer Hanna Boys Center 17000 Arnold Drive Sonoma, CA 95476 The donor should be sure that Hanna Boys Center is advised of the intended purpose of the gift at the time the gift is made. Hanna's tax identification number is 94-1156478. The new campus was named Hanna Boys Center for Edward Joseph Hanna (1860-1944), the third archbishop of the Archdiocese of San Francisco. Archbishop Hanna was well known for his accomplishments in San Francisco and was recognized as a "friend of mankind." The original Hanna High School opened in 1949. The Sisters of St. Francis served Hanna from the school’s founding in 1949 until 2003, over 50 years. Four more classrooms, a wood shop, a trade school, a dental office and an infirmary were added in 1955, along with three more cottages: St. Joseph, Notre Dame and Mount Alverno. 20 boys and two counselors were assigned to each of the now six cottages. In 1986, the Father O’Connor Group House opened its doors to 12 more boys. They attended high school off-campus and learned skills helping them to become independent and self-reliant. The boys were taught to prepare meals, budget, find employment and ready themselves for adulthood. In 1991, Hanna's on-site high school is fully accredited by the Western Association of Schools and Colleges.

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