Pledge Form – Stock Donation

Stock Donation Form

Thanks to our partner, Bernstein Private Wealth Management, individuals can now easily make donations of appreciated stock to Padres Pedal the Cause. Please complete the form below to make a stock donation.

Beyond the humanitarian benefit, the principal financial advantage of charitable donations is the allowable tax deduction the donor receives. Gifts of appreciated stock, however, offer a greater tax benefit than gifts of cash. They reduce or eliminate the tax on capital gains as well as decrease ordinary income taxes.

This form notifies Padres Pedal the Cause of your donation pledge. A valuation of this pledge will not be determined until the proceeds are received from Bernstein Private Wealth Management, at which time the participant's profile will be updated with the dollar amount related to this transaction..

Your Name*

First Name Last Name

Your Email Address*

Your Mailing Address*

Street Address City State / Province / Region ZIP / Postal Code

Your Phone Number (in case additional information is needed)

Your Brokerage Firm*

Name of Stock*

Number of Shares*

Recipient Name (the campaign or participant to whom you are making the donation to)*

Recipient Email (if known)

Recognition Name (how you want your name displayed next to your donation or indicate if anonymous)*

Notes/Comments

Next Steps

All transactions will be initiated through each donor's respective brokerage firm and require the following information to execute the transaction:

- Broker Name: Sanford C. Bernstein & Co., LLC
- DTC Number: 0013
- Account Name: PEDAL FOR THE CAUSE - SAN DIEGO
- Account Number: 03606400
- Name of Stock and Number of Shares

Please contact accounting@gopedal.org with any questions related to appreciated stock donations. Bernstein Private Wealth Management is proud to support Padres Pedal the Cause.
Bernstein Private Wealth Management does not provide tax advice. Please consult your tax advisor for details on charitable gifting strategies.