Stocks & Securities

Benefits of donating stocks or securities

  • You won't pay capital gains tax on any appreciated securities that you transfer directly to the Lucile Packard Foundation for Children's Health.
  • If you have held your stock for over a year, your tax deduction is based on the fair market value of the stock, not its cost basis.
For more information about benefits in your particular case, please contact your tax advisor.

Frequently Asked Questions

How do I make a gift of stock?
1. Contact your broker to arrange the gift. You may use the printable securities transfer form to make electronic transfers directly into our brokerage accounts. Please send the form to your broker and fax us a copy at (650) 498-7557.
2. Be sure to indicate if your gift should be directed to an area other than the Children's Fund or if your gift is in honor or in memory of someone special.
3. Do you not have a broker? Or do you have a certificate that you would like to give? Contact us to arrange the gift and to obtain instructions on how to transfer the certificate.

Are other brokerage accounts available?
Yes. Please contact our Development Services Department at (650) 497-8141 for additional account information.

Can I use stocks and securities in my estate planning?
Stocks and securities are commonly involved in planning your estate. This type of asset can fund various gift planning vehicles, and can be part of your estate planning considerations. To learn more, contact our office of gift planning.

Noelle and mother

Meet a Patient

Noelle became the youngest patient to have her aortic valve replaced without surgery. Watch a video to hear her dad talk about the experience.

©2010 Lucile Packard Foundation for Children’s Health | 400 Hamilton Avenue, Suite 340 | Palo Alto, California 94301 | (650) 497-8365