Donate Stock or Mutual Funds

Donating appreciated securities such as stock or mutual funds to The City of Hope is a tax-wise approach to help those in need.

Transfer your securities by DTC through your broker.

Planned gifts provide resources that create extraordinary opportunities and preserve The City of Hope's future.

Benefits

• You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the securities you donate.
• You can direct your gift to a specific fund or purpose.
• You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits The City of Hope later. For more information email us or call us at so that we can assist you through every step of the process.
  Keys to giving stock wisely: If you are selling appreciated stocks, don't sell the stock first! Even though you give us the proceeds as a gift, you will pay capital gains tax on your sale, wiping out the benefits of this arrangement. If stock has declined in value, sell it first, claim the loss as a tax deduction and then make a cash gift with the proceeds!

  Please contact our office for more information: 276-632-8477