Gifts of Stock or Appreciated Securities

How It Works

• You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to the Roper St. Francis Foundation.
• Roper St. Francis Healthcare 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.

• Giving Appreciated AssetsOpens new window

Next

• 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.