Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to CURE SYNGAP1.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks and bonds
To make a contribution in stock via electronic transfer, please follow the steps below:
NOTIFY us of your gift of stock via email or USPS mail. Be sure to indicate:
Name of issuer of stock
Number of shares
Date the shares are intended to be delivered
Notifications should be directed to:
By USPS Mail:
CURE SYNGAP1
P.O. Box 1709
Mill Valley, CA 94942
By E-mail:
info@cureSYNGAP1.org
You will receive a gift acknowledgement letter shortly after your donation.
By certified mail
If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.