Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Planned Parenthood of the Pacific Southwest.
Publicly-Traded Securities and Mutual Funds
- Publicly-traded securities are stocks, bonds, and other investment vehicles whose values are readily available from an established securities market.
- Mutual funds are sold by individual mutual fund companies rather than on an exchange, and the same charitable contribution rules apply to mutual fund shares as to shares of publicly-traded securities.
Benefits of Making a Gift
- Avoid capital gains when you donate securities that have appreciated in value, and you've held for over a year.
- The more highly appreciated the security, the more capital gains tax you will avoid.
- Increase your income and support the important work at Planned Parenthood of the Pacific Southwest by funding a charitable gift annuity or charitable remainder trust with appreciated securities.
Gifts of stocks and bonds video
Contact us
If you have any questions about gifts of stocks and bonds, please contact us.
