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.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2020 PlannedGiving.com

Copyright © 2020 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