Donations of Securities and Legacy Gifts

Donations of Securities

When you transfer ownership of securities to Friends of Deer Hollow Farm, you will receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations. The process is simple. You need to provide your financial adviser or brokerage firm with the following information:

Electronic delivery through Depository Trust Company (DTC)
Delivery to DTC clearing #0164, code 40

All deliveries must include:

  • Account Name: Friends of Deer Hollow Farm
  • Account Number: 1816-5398

Please provide the following to

  • Your name, address and contact information
  • Name of the security
  • Number of shares and estimated value
  • Approximate transfer date and transferring brokerage firm

IRS notes:

  • To receive the appropriate tax deduction, a receipt from a charity is required for gifts over $250. The receipt will be mailed to the address provided.
  • Security gifts are subject to the IRS deduction limits.
  • A security’s charitable value is determined by the date the security is received in a charity’s designated account.

Legacy Gifts

Plan Your Giving

A gift for Friends of Deer Hollow Farm in your will, trust or other plans will ensure that the 160-year-old Deer Hollow Farm will be protected for many years to come. Below are ways that you can arrange a meaningful gift to Friends of Deer Hollow Farm, a 501(c)(3) nonprofit charitable organization. Of course, we always recommend you work with your advisors to determine which gift is most appropriate for you.

If you are considering a legacy gift, we would be pleased to confidentially discuss your questions. If you have already included FODHF in your plan, please let us know so that we can thank you with invitations to Farm events. Please contact Carla Dorow, Director of FODHF Planned Giving, at

Gifts Through A Will or Trust

You can arrange to leave FODHF a specific dollar amount or asset, a percentage of your estate, or the remainder after specific gifts to loved ones have been made.

Gifts Through A Retirement Plan or Life Insurance

You can name FODHF as the beneficiary of your individual retirement account (IRA), 401(k), 403(b), donor-advised fund life insurance policy or other account. Simply complete a beneficiary designation form from your plan administrator to name FODHF a beneficiary of all or part of your retirement account or life insurance policy. If the retirement assets are tax-deferred, the portion left to FODHF will not be subject to tax. At any time you can change your beneficiary designation.

Gifts That Provide Income

It is possible to establish a gift with cash, appreciated securities or real estate that will support FODHF in the future. These options can provide you or a loved one with regular payments, a significant charitable income tax deduction and avoidance of all or part of capital gain taxes.

Useful Information for Advisors

Our official name is: Friends of Deer Hollow Farm
Address: P.O. Box 4282, Mountain View, CA 94040
Our Taxpayer Identification Number: 77-0373776