Gifts of stock and other securities are a popular way to support Alliance San Diego. Gifts of securities include publicly traded stocks (such as Microsoft) as well as mutual funds, treasury bills and notes, corporate and municipal bonds, and stock in non-publicly held companies.
It’s extremely easy to gift stocks and other securities that are marketable—that is, are sold to the public on stock exchanges or over-the-counter markets. No matter how large or small the donation, there is no need to obtain an appraisal. The value is simply based on what the stock or other security is sold for on the exchange on the day of the donation (the average price between the highest and lowest quoted selling prices on the donation day is used).
Please use the attached form to provide to your financial institution, and contact Miesha Rice at [email protected].
To read more about gifts of stock-click here