- Contact your broker to arrange the gift. You may use the securities transfer form to make electronic transfers directly into our brokerage accounts at Morgan Stanley or Charles Schwab. Please send the form to your broker and email a copy to gift.processing@LPFCH.org.
- Indicate if your gift should be directed to an area other than the Children’s Fund or if your gift is in honor or in memory of someone special.
- If you don’t have a broker, or you have a certificate that you would like to give, please call our Advancement Services team at (650) 461-9980 to arrange the gift and receive instructions on how to transfer the certificate.
Your Gift Can Have an Impact for Children Now
Care for All
Further Lucile Packard Children’s Hospital Stanford’s mission to ensure care for all, regardless of ability to pay.
Resources
Support critical resources for families at Packard Children’s, like creative arts, spiritual care, and social work.
Research
Fund groundbreaking research and innovation for mothers and babies at the Stanford School of Medicine.
How to make a gift of stock:
How You Benefit
When you give stock or other securities that have increased in value and have been held for more than one year, you:
- Qualify for a federal income tax charitable deduction based on the fair market value of the stocks
- Reduce or even eliminate federal capital gains taxes on the transfer
- Know that your generosity will help improve the lives of children and families in our care.
Example: You would like to make a gift to Packard Children’s using stock worth $50,000 that originally cost $10,000. If you were to sell the stock, you would owe capital gains tax on the difference, which means a smaller amount would be available to fund your gift. If you instead transfer the stock directly to us, the total value of $50,000 would be available to the Lucile Packard Foundation for Children’s Health and you will have avoided paying tax on the appreciation.
Charitable Remainder Unitrust
If you have appreciated stock and are also looking for ways to receive reliable income, you may consider establishing a Charitable Remainder Unitrust (CRUT). A CRUT is a trust that pays you or your beneficiaries income for a defined period. At the end of the trust’s term, the funds that remain transfer directly to support Lucile Packard Children’s Hospital Stanford or the child and maternal health programs at the Stanford School of Medicine. If you’re interested in learning about CRUTS or other ways of using your stocks and other securities to fund a gift, contact our Gift Planning team today.
Some of the smallest babies were on the move at Lucile Packard Children’s Hospital Stanford—and for an exciting reason. In late February, they settled into...
This week, an extraordinary breakthrough at the Stanford School of Medicine brings hope to children and families facing devastating brain or spinal cord cancers typically...
Debby and Michael Fatjo had a vision for their future. Michael had retired after a career in sales and Debby from a management position as...
Contact Us
Get in touch with our gift planning team to learn more about making a gift of stocks and other securities.
