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Gifts of appreciated stock are a great way to give and receive.
The appreciated stock you’ve owned for more than a year can help caregivers
deliver the best pediatric and obstetric medicine and provide you with a tax deduction and
lower (or zero) capital gains tax exposure.

Two ways you can leverage
your stock gift:

1. Give your stock
directly

This is the easiest way to give
stock.
Simply complete and submit our securities transfer
form. 

Email or call our
Advancement Services team at (650)
461-9980.

Benefits:

  • You will not pay capital
    gains taxes on any appreciated securities that you transfer directly to the Lucile Packard
    Foundation for Children's Health.
  • If you have held your stock
    for more than one year, your tax deduction is based on the fair market value of the stock,
    not its cost basis.

2. Give your stock to
create a Charitable Gift Annuity (CGA)

CGAs are
contracts
where Lucile Packard Children’s Hospital Stanford promises to
pay you (and/or another individual, if you choose) a fixed lifetime income in exchange for
your stock gift. Our hospital will receive the remaining CGA funds when the contract
matures. 

Email or call our Gift
Planning team at (650)
724-5778. 

Benefits:

  • Receive stable
    income during your lifetime or that of a loved one
  • You may bypass some
    capital gains taxes and spread out the remaining tax liability over several
    years

 

We encourage all donors to
consult their tax advisor when considering gifts of stock.

Learn more in
our FAQ
section
.