Gifts of Stocks and Bonds

For many donors, their giving can be maximized by making the same gift they would make, but through a different means. By making a life-changing gift to Birth Choice’s mom’s and babies through a direct transfer of appreciated securities, such as stocks, bonds, and mutual funds, donors can avoid capital gains tax on the appreciation of those stocks.

Donating from an investment or brokerage account can allow benefactors to make sizable contributions to Birth Choice and simultaneously derive practical financial advantages. Those who have experienced growth in their investments are in an excellent position to donate appreciated securities to Birth Choice – receiving both the reduction in taxes and the maximum tax deduction (which is on the full market value of the securities).

To make a gift of stock, simply work with your broker, financial advisor, or clearing firm to process a direct transfer utilizing the following form:

Due to SEC regulations, we cannot see who made the transfer, so please be sure to let us know that you made a transfer of securities by calling or emailing Heidi Hill:

Heidi Hill- President/CEO

t: 760.744.1313 | m: 760.621.3414
a: 365 S Rancho Santa Fe Rd, Suite 201, San Marcos, CA 92078

Consult a tax advisor to determine if making a gift of appreciated securities is appropriate for your situation.

We can help

Call us: 760-744-1313

365 South Rancho Santa Fe Rd.
Suite 201
San Marcos, CA 92078