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Planned Giving

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Care Net.

Gift of Stock and Bonds
Stocks/Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

DTC Transfer - This is a convenient way to transfer your securities. Simply instruct your broker to electronically transfer your securities out of your account into Care Net's TD Ameritrade account. Your broker will need the following information:

Brokerage firm: TD Ameritrade
Account name: Care Net Corporate
Account number: 862869278
DTC number: 0188
Federal Tax ID number: 54-1382723

Unfortunately, the donor's name for stock transfers is NOT given to Care Net through a DTC transfer. Please contact us either at donors@care-net.org or 800-518-7909, to let us know that you have made a stock transfer. We would like the chance to thank you, and to issue you a receipt for your records.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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