grandma and her grandchild laughing
Home / Ways to Give / Planned Giving

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.


Copyright © 2021 Roper St. Francis Foundation All rights reserved. Pencil
Roper St. Francis Foundation
125 Doughty Street, Suite 790
Charleston, SC 29403

Phone: (843) 720-1205
foundation@rsfh.com

Your support matters, donate now.

Back to Top