About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Use this tool to transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
If you prefer to give a gift of stock through your financial advisor, please use the following instructions:
- Please email the following information to your financial advisor to easily facilitate your gift:
Dear [Name of Financial Advisor],
I would like to support the Children’s Discovery Museum with a gift of appreciated securities. Please direct the following to the account below:
Details of Donation: [Enter security name and number of shares here]
Receiving Institution: Charles Schwab & Co. c/o Fairlight Advisors Client Support (clientsupport@fairlightadvisors.com, 844-309-6248)
DTC Number: 0164; code 40
Account Number: 7230-4044
Account Name: Children’s Discovery Museum
Should you have any questions, contact Michelle Dreyband, Chief Development and Marketing Officer at Children’s Discovery Museum, at 408-673-2718 or mdreyband@cdm.org.
Many thanks,
[Your name]
- Please also notify us of your planned transfer, or copy us on your email to your financial advisor, as donor information is not always included with securities transfers:
Chief Development and Marketing Officer
Children’s Discovery Museum
408-673-2718
mdreyband@cdm.org
Don’t wait to make an impact, donate stock today
This easy-to-use, secure online tool makes donating stock simple for our supporters.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Debbie McKenzie
Title :Associate Director of Development
Phone: 408-673-2845
Email: dmckenzie@cdm.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.