Making a Gift of Securities
A gift of appreciated stock generally has significant tax benefits:
- You pay no capital gains tax on any appreciated securities that you
transfer directly to the Lucile Packard Foundation for Children's Health.
- If you have held your stock for over a year, your tax deduction is
based on the fair market value of the stock, not its cost basis.
For more information about benefits in your particular case, please contact
your tax advisor.
How to Make a Gift of Stock
- Contact your broker to arrange the gift. You may use the printable
securities transfer form to make electronic transfers directly into
our brokerage accounts. Please send the form to your broker and fax
us a copy at (650) 498-7557.
- Be sure to indicate if your gift should be credited to an area other
than the Children's Fund or if your gift is in honor or in memory of
someone special.
- Do you not have a broker? Or do you have a certificate that you would
like to give? Call the Foundation to arrange the gift and to obtain
instructions on how to transfer the certificate.
For more information about making a gift of securities call (650) 497-8141
or e-mail: gift.processing@lpfch.org
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