About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Use this tool to transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Don’t wait to make an impact, donate stock today
This easy-to-use, secure online tool makes donating stock simple for our supporters.
Want to work directly with your broker?
If you do not wish to use this tool, and would like to work directly with your broker to send us a gift, please follow the instructions below.
1.) Contact Alyssa Vu, senior donor relations associate, by email (alyssa@fistulafoundation.org) or phone (408-249-9596) before completing this transaction to provide details on the number of shares and type of stock being donated. Taking this step will ensure that your stock gift can be easily tracked for tax purposes.
2.) Request a stock gift transfer through your broker using the following information:
Account: Charles Schwab – Sunnyvale BranchAccount Name: The Fistula FoundationAccount Number: 5196-7708Schwab’s DTC clearing number is 0164, code 40.For questions or assistance, your broker can contact:Kayla HamroSand Hill Global Advisors, LLC245 Lytton Avenue, Suite 300Palo Alto, CA 94301Direct tel: 650-854-9150| Fax: 650-854-2941Email: khamro@shadv.com
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Alyssa Vu
Title :Senior Donor Relations Associate
Phone: 408-249-9596
Email: alyssa@fistulafoundation.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.