Gifts of Stock or Appreciated Securities

Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets. To make your stock gift today, click here.

How It Works

You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to St. Joseph’s Hospitals Foundation.
St. Joseph’s Hospitals Foundation sells your securities and uses the proceeds for our programs.
Use our Stock Transfer Form to facilitate the gift.

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 deduction you gain by making it.

Cash vs. Stock Calculator

More detail on gifts of stock and appreciated assets.
You can use our Stock Transfer Instructions.
Frequently asked questions on gifts of stock.
Contact us so we can assist you through every step.

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.