Stocks and Securities

Home > Stocks and Securities

Gifts of appreciated stock and other securities can accelerate innovative maternal and pediatric research at the Stanford School of Medicine and help Lucile Packard Children’s Hospital Stanford deliver the very best care. When you give appreciated stock you benefit from giving the full market value of the stock—without having to pay any capital gains tax on the appreciation. If you have any questions about how to make a gift of stocks and securities, contact our team today.

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:

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.

SECURITIES TRANSFER FORM

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.

Aerial shot of the Lucile Packard Children's Hospital

Charitable Remainder Trusts

If you have appreciated stock and are also looking for ways to receive reliable income, you may consider establishing a Charitable Remainder Trust (CRT). A CRT 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 CRTs or other ways of using your stocks and other securities to fund a gift, contact our Gift Planning team today.