Gift of stock
A gift of stock supports our work to improve the health of families while offering benefits to you. Your gift provides an income tax deduction equal to the market value of the stock on the date you contribute (an average of that day’s high and low prices) and avoids the capital gains tax.
We make the process as easy as possible for you. The gift transfer begins immediately upon receipt of your signed Letter of Instruction (LOI). For stocks and mutual funds held at most participating investment firms, faxing your LOI will allow for expedited handling of your gift. Most gifts are completed within 24 hours of receiving the LOI.
Please note: Certain firms require a Letter of Instruction for completing your gift to be mailed rather than faxed to them and may require certification. Contact your firm for their policy.