Donate with Stocks or Appreciated Securities

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Hospice SLO County.

BENEFITS OF GIFTS OF STOCKS AND BONDS

• You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
• You pay no capital gains tax on the transfer when the stock is sold.
• Giving appreciated stock can be more beneficial than giving cash. The cost of your gift is often less than the deduction you gain by making it.

HOW TO MAKE A GIFT OF STOCKS AND BONDS

By Electronic Transfer:

Please contact us for transfer credentials. 

By Certified Mail:

If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

CONTACT US

If you have any questions about gifts of stocks and bonds, please contact us.  We would be happy to assist you and answer any questions you have.