Stock Gift

Stocks, mutual funds, bonds, or any other publicly traded securities can be transferred as gifts.

The advantages of making a gift of stock

• The market value of a gift of stock and securities is tax-deductible, just like any other charitable contribution.
• Giving stock or securities has an additional tax advantage over a cash gift: you avoid capital gains tax on the appreciation of the asset.
• A gift of stock or securities could increase the value of your gift to Friends of the Children-Boston at a decreased cost to you (see example below).

How to make a gift of stock

To arrange a stock transfer, please contact:

Stacy DellOrfano
Friends of the Children-Boston
184 Dudley Street, Suite 100
Boston, MA 02119
Phone: 617-983-6382
Email: stacy@friendsboston.org

Shares may be transferred electronically to:

Schwab is the fiduciary broker for the account through Birch Hill Investment Advisors, LLC

Birch Hill Investment Advisors
Joanne Powers, Associate
One International Place, Suite 770
Boston, MA 02110
Email: jpowers@bhboston.com
Phone: (617) 502-8306

Always consult with your tax advisor for specific tax information when giving securities, as certain limitations to deductions may apply.

Are you a financial advisor?

If your clients are looking to make a gift of stock, please note Friends of the Children-Boston's tax ID number is 20-1581289. Please see our Resources for Advisors for more information.