Gifts of appreciated stock and other securities can accelerate innovative research and help our hospital deliver the very best care. When you give appreciated stock (owned for more than one year), you benefit from giving the full market value of the stock—without having to pay any capital gains tax on the appreciation.
How to make a gift of stock:
- Contact your broker to arrange the gift. You may use the securities transfer form form to make electronic transfers directly into our brokerage accounts at Morgan Stanley or Charles Schwab. Please send the form to your broker and email a copy to [email protected].
- Indicate if your gift should be directed to an area other than the Children’s Fund or if your gift is in honor or in memory of someone special.
- If you don’t have a broker, or you have a certificate that you would like to give, please call our Advancement Services team at (650) 461-9980 to arrange the gift and receive instructions on how to transfer the certificate.
If you’re interested in learning about additional ways of using your stocks and other securities to fund a gift, contact our Gift Planning team at (650) 461-9990 or [email protected].