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:
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.