Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Sharp HealthCare Foundation.
Benefits of appreciated securities gifts
- Avoid paying capital gains tax on the sale of the appreciated asset
- Receive a charitable income tax deduction (if you itemize your taxes)
- Improve the lives of San Diegans by investing in quality healthcare
How to make a gift of stocks and bonds or other appreciated securities
Please contact us for instructions on how you can transfer stocks, bonds or mutual funds from your brokerage or investment account (or to transfer physical stock certificates) to Sharp HealthCare Foundation.
More on gifts of stocks and bonds
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.
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 that you have.