Create a Lasting Legacy With Your Gift

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself. Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.

Learn About Ways to Give

A Legacy of Caring

Your generous gift will ensure that Sharp HealthCare improves the health of everyone we serve for generations to come. Make a difference in people's lives and always be remembered for your contribution.

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.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Support quality healthcare now and in the future

Gifts of stocks and bonds video

How to make a gift of stocks and bonds

  1. By electronic transfer—Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Sharp.
  2. 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.

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. Please contact us if you need assistance determining the value of your gift.

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 that you have.