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Gifts of Stock

Making a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide you better tax benefits than donating cash.

Stock gifts present a great opportunity to make a larger impact than you ever thought possible. We receive the full value of the stock, while you avoid paying capital gains tax. Donating stock is fast, safe and free.

*It is the policy of the Children’s Receiving Home of Sacramento to liquidate gifts of stock on the day of the transfer (or the next business day) in order to get those funds to work serving our youth*

 

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To initiate a stock donation via DonateStock, click here.

To direct a donation of stock though a broker, please note the following:

« Brokerage House: Charles Schwab  

« Account Name: Children’s Receiving Home of Sacramento  

« Account Number: 7802-1093

« Financial Advisor: Tate Private Wealth Advisers

« Telephone Number: (916) 929-1006

« DTC Number: 0164

« Tax ID# 94-1322166

« Reference: Donor Name (Including your name will ensure the gift is properly acknowledged.)

**Please Note: For mutual fund gifts, or for gifts of stock not held in a brokerage account, please contact the Tate Advisers team listed above.**

Thank you for selecting our kids as a beneficiary of your philanthropy!