Gifts of Stock
Gifts of appreciated securities or stock can be a very advantageous way of giving. If you have owned stock for more than one year, you may deduct the full fair market value of the stock as a charitable contribution while eliminating all capital gains taxes as you transfer your stock to our foundation. By avoiding capital gains taxes, you can reduce the net cost of your gift even further. To discuss how you can make a gift of stock, call our foundation office at (210) 704-2541.
Donors who wish to transfer stock to our account directly may do so by instructing their broker to transfer gifts of securities to either the account of:
Santa Rosa Children's Hospital Foundation Acct. #037040282
-or-
Friends of CHRISTUS Santa Rosa Foundation Acct. #__________
at
Frost Brokerage Services
P.O. Box 2538
San Antonio, TX 78229
ATTN: Jim Berne, Account Executive, (210) 220-4155.
Securities may also be transferred to the above accounts electronically via inter-brokerage transfer using DTC #0226 National Financial Services. When transferring stock directly to our account, we recommend that donors also phone our office at (210) 704-2541 to alert us that a gift of stock is being made.