Stock and Mutual Fund Shares

Stock and Mutual Fund Shares

Donating a charitable gift of stock or mutual fund shares is a great way to improve the lives of a loved one who lives with Parkinson’s disease and receive an end-of-the-year tax deduction.

Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. In addition to receiving a charitable deduction for the full, fair market value of such a gift, the donor escapes any potential tax on the capital-gains of the gift and any sales commission that would be payable upon the sale of the assets.

To help you facilitate a gift of stock to the Parkinson's Foundation, please use these instructions.

Step 1: Initiate the Transfer

Please contact your broker to initiate the transfer of stock to the Parkinson's Foundation.

Step 2: Transfer

For stock transfer instructions, please ask your broker to contact:

Elyse Carrion
(305) 537-9911
Parkinson’s Foundation
200 SE 1st Street, Suite 800
Miami, FL 33131

For proper gift recognition, please ask your broker to provide the following:

  • Donor name and complete address
  • Name and number of securities transferred
  • Date of transfer
  • Restriction on gift (if any)

This information is not intended as legal, tax or investment advice. For such advice, please consult an attorney tax professional or investment professional.

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