Donate Stock to the EFO

Appreciated stocks or securities can also be donated to EFO!

Gifts of appreciated securities can have significant tax benefits for the donor. Check with your accountant to see what benefits it may have for you, then download and print an EFO Stock Donation Form (PDF). Please notify EFO of all pertinent information regarding stock donations: type, number of shares, name of shareholder, and date of donation.

You can fax the completed form to us at (925) 253-0885 or email it to us at info@orindaefo.org. Without this information, we won’t know who made the donation. When the shares are transferred we do not receive any information about the donor or even your broker.

Planned Giving

Include EFO as a Beneficiary in Your Estate Plan and join our Legacy Society

By including EFO in your estate plans or naming EFO as a successor beneficiary of your retirement plan, you will support future Orinda public school students and possibly derive a tax benefit. There are many options for investing in EFO. Continue your current commitment to EFO with a future gift of any size.

Learn more about the EFO Legacy Society and how to join.