Stock and Mutual Fund Shares

Stock and Mutual Fund Shares

Did you know that gifts of stock can give your family a tax benefit even in a fluctuating market?

These gifts can reduce the capital gains you would pay without changing your portfolio.

Donating a charitable gift of stock or mutual fund shares is a great way to improve the lives of  those 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.

Many of our supporters choose to take advantage of this especially smart way to give.

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:

Alejandro Blanco
Director of Finance

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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