Gifts of Stock

Planned Giving Options: Gifts of Stock

A gift of stock is a donation of stock or bond holdings to a charitable organization. A gift of stock that has appreciated in value creates a two-fold tax advantage for the donor: It provides an opportunity for tax savings while generously supporting the foundation.

Donors who contribute stock do not pay capital gains taxes on the increase in the value of the stock, and the full market value of the stock as of the donation date can generally be deducted as a charitable contribution. (Certain limitations apply; please consult your professional tax advisor for tax and estate planning guidance regarding charitable gifts.)

To make a donation to the Simi Valley Hospital Foundation, or to learn more about how you can help, call the foundation office at (805) 955-6670 or email us.