Build Your Fund

Public Stock Transfers


Donating stock to NVCF




Mutual Fund Shares


Unlike individual stocks, mutual funds are generally transferred through a change of ownership on the issuer’s books. They usually cannot be transferred electronically, and the shareholder does not have a certificate of ownership.
Gifting mutual fund shares to your fund can take time, sometimes as long as four weeks. We urge you not to wait until last minute to try to complete a charitable gift of mutual fund shares. This is a particularly important when making gifts at the end of the year.

  1. Begin by notifying us your interest in making a gift of mutual fund shares. Identify the mutual fund and number of shares. If available, include the telephone number and contact person at the mutual fund company. In the event that the North Valley Community Foundation already has an account with the mutual fund company, we can provide you with our account number.
  2. Instruct the mutual fund company to transfer the shares to an account in the name of the North Valley Community Foundation. If a new account has to be opened, our taxpayer identification number may be required. When a new account for the Foundation has to be established, it also may take the mutual fund company a little longer to accomplish the transfer.
    • Some mutual fund companies provide a form to be completed first by the donor and then by the Foundation. If that is the case with your mutual fund company, you may request the form from the company, fill out your portion ad send it to us. We will complete the form and send it in to the company
  3. Once an account for the Foundation has been established, the mutual fund company will send the Foundation a transaction statement, when we know that the gift is being made, we can check on its status throughout the process.




Closely Held Stock


There are excellent tax incentives for gifting stock of a closely held corporation to your fund. If the stock can be contributed before the terms of sale of a corporation are completed, considerable financial resources can be made available for your charitable goals at the lowest after-tax cost to you.
Even if the corporation is not likely to be sold, closely held stock makes an excellent gift to your fund. You can contribute the shares and the stock will be sold later for cash. In such instances, the Foundation cannot guarantee or pre-arrange a sale or make any other agreement that might imply or cause a material restriction to be imposed on the contribution.
We will be happy to assist you with a gift of closely held stock for your fund. Please contact us at (530) 891-1150. A qualified appraisal complying with IRS regulations will be required in order to establish the value of the gift for federal income tax purpose.
Gifting closely held stock can take many weeks to complete, so we urge you to allow plenty of time to be sure your gift is complete before the time period in which you want to receive your tax deduction. Your gift will be complete when your shares are registered in the name of the Foundation.




Restricted Stock


Under certain circumstances, you may make a gift of restricted stock to your fund. Please contact the Foundation at (530) 891-1150 if you would like to do so. We can work with you to determine if the shares may be gifted based on the restriction on your stock and the provisions of legal documents governing your ownership of the stock.
If your shares may be gifted, we will assist you in completing the process. A qualified appraisal complying with IRS regulations will be required to establish the value of the gift for federal tax purposes.

Gift of restricted stock can take many weeks to complete, so please call us early if you want to have your gift complete within a specific tax period. Your gift will be complete when the restricted stock is reregistered in the name of the Foundation.




Real Property


You may gift unencumbered real property such as homes and business property to your fund. Our policies and procedures for making a gift of real property can be found in Section 5. The Foundation will help you determine whether your property may be gifted and advise you throughout the process. Your gift is complete when the deed is registered in the name of the Foundation. Call us at (530) 891-1150 for more information.




Linking Fund with Planned Gift


You and your family can enjoy significant tax advantages when you link your fund with a planned gift such as a:

  • Bequest from your will or trust,
  • Charitable remainder trust,
  • Charitable lead trust.
  • Pooled income fund gift,
  • Life insurance gift, or
  • Life estate gift.
For more information about these kinds of gifts, please call us at (530) 891-1150. Ext. 28 and Alexa Benson-Valavanis our CEO will be there to assist you or point you in the right direction.





With your fund at NVCF, you can build a permanent legacy of philanthropy. You may add to your fund at any time. If you’re considering making a gift to your fund, we encourage you to contact us to discuss how you can gain the maximum financial and tax benefit.

Public Stock Transfers


Donating stock to NVCF




Mutual Fund Shares


Unlike individual stocks, mutual funds are generally transferred through a change of ownership on the issuer’s books. They usually cannot be transferred electronically, and the shareholder does not have a certificate of ownership.
Gifting mutual fund shares to your fund can take time, sometimes as long as four weeks. We urge you not to wait until last minute to try to complete a charitable gift of mutual fund shares. This is a particularly important when making gifts at the end of the year.

  1. Begin by notifying us your interest in making a gift of mutual fund shares. Identify the mutual fund and number of shares. If available, include the telephone number and contact person at the mutual fund company. In the event that the North Valley Community Foundation already has an account with the mutual fund company, we can provide you with our account number.
  2. Instruct the mutual fund company to transfer the shares to an account in the name of the North Valley Community Foundation. If a new account has to be opened, our taxpayer identification number may be required. When a new account for the Foundation has to be established, it also may take the mutual fund company a little longer to accomplish the transfer.
    • Some mutual fund companies provide a form to be completed first by the donor and then by the Foundation. If that is the case with your mutual fund company, you may request the form from the company, fill out your portion ad send it to us. We will complete the form and send it in to the company
  3. Once an account for the Foundation has been established, the mutual fund company will send the Foundation a transaction statement, when we know that the gift is being made, we can check on its status throughout the process.




Closely Held Stock


There are excellent tax incentives for gifting stock of a closely held corporation to your fund. If the stock can be contributed before the terms of sale of a corporation are completed, considerable financial resources can be made available for your charitable goals at the lowest after-tax cost to you.
Even if the corporation is not likely to be sold, closely held stock makes an excellent gift to your fund. You can contribute the shares and the stock will be sold later for cash. In such instances, the Foundation cannot guarantee or pre-arrange a sale or make any other agreement that might imply or cause a material restriction to be imposed on the contribution.
We will be happy to assist you with a gift of closely held stock for your fund. Please contact us at (530) 891-1150. A qualified appraisal complying with IRS regulations will be required in order to establish the value of the gift for federal income tax purpose.
Gifting closely held stock can take many weeks to complete, so we urge you to allow plenty of time to be sure your gift is complete before the time period in which you want to receive your tax deduction. Your gift will be complete when your shares are registered in the name of the Foundation.




Restricted Stock


Under certain circumstances, you may make a gift of restricted stock to your fund. Please contact the Foundation at (530) 891-1150 if you would like to do so. We can work with you to determine if the shares may be gifted based on the restriction on your stock and the provisions of legal documents governing your ownership of the stock.
If your shares may be gifted, we will assist you in completing the process. A qualified appraisal complying with IRS regulations will be required to establish the value of the gift for federal tax purposes.

Gift of restricted stock can take many weeks to complete, so please call us early if you want to have your gift complete within a specific tax period. Your gift will be complete when the restricted stock is reregistered in the name of the Foundation.




Real Property


You may gift unencumbered real property such as homes and business property to your fund. Our policies and procedures for making a gift of real property can be found in Section 5. The Foundation will help you determine whether your property may be gifted and advise you throughout the process. Your gift is complete when the deed is registered in the name of the Foundation. Call us at (530) 891-1150 for more information.




Linking Fund with Planned Gift


You and your family can enjoy significant tax advantages when you link your fund with a planned gift such as a:

  • Bequest from your will or trust,
  • Charitable remainder trust,
  • Charitable lead trust.
  • Pooled income fund gift,
  • Life insurance gift, or
  • Life estate gift.
For more information about these kinds of gifts, please call us at (530) 891-1150. Ext. 28 and Alexa Benson-Valavanis our CEO will be there to assist you or point you in the right direction.