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 meaningful gift to Hospice SLO County.

Benefits

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 charitable income tax deduction you gain by making it.

You can create a legacy and have the unparalleled satisfaction of knowing you have supported a mission that is important and meaningful to you.

How To Make a Gift of Stocks and Bonds

By Electronic Transfer: Please contact us for easy instructions on how to transfer stock or bonds from your brokerage or investment account to Hospice SLO County.

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.

Please Note

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

This information is not intended as tax, legal or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.

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.