Gifts of appreciated securities
Capital gains taxes are avoided, and the full market value of the stock can be tax-deductible.
Thank you for your interest in donating appreciated securities to PS1.
The most efficient method is a direct transfer via DTC from your brokerage account to the school's. Get in touch and you will receive a call with the account information you need to make the gift.
Kerri Speck can answer any questions on 310.394.1313 ext. 138.
PS1 cannot give tax advice. Please confirm the treatment of any gift with your own tax or financial advisor.
What we will need from you
Name, email, and phone number, so we can confirm the gift and send an acknowledgment for your records.
The name of the stock and the number of shares you intend to transfer.
The brokerage the transfer will come from, so we can watch for it arriving.
Whether the gift is for the Annual Fund, the Founders Fund, or somewhere else.