P 916.482.2370 | 3555 Auburn Boulevard, Sacramento, CA 95821

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.

Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.

Even if you don’t want to change your investment portfolio, you can benefit by donating shares of appreciated stock and then using cash to immediately purchase yourself identical replacement shares – leaving your portfolio intact but eliminating all capital gains.

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to CRH. 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.

young adult female sitting comfortably on couch and shopping online using tablet

To make a donation of stock to CRH, 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!