Giving appreciated securities can have significant advantages over making cash gifts if you itemize on your tax return. Appreciated stocks held for more than one year can be donated to Sheppard Pratt without paying any capital gains tax. Better still, you may be able to deduct the current fair market value of the stock, reducing the cost of the gift to you.*
To make a stock gift to Sheppard Pratt, please complete the form below. Once the form is submitted, you will receive an email with details for the transfer process as well as contact information for Sheppard Pratt’s broker, Raymond James.
Include the name of the stock and the approximate number of shares you will be donating to allow us to promptly acknowledge your gift.
If you have any questions or would like to speak with someone about your gift, please contact Julie Marshall at 667-203-3236 or firstname.lastname@example.org.
*Consult your financial advisor for information about deductibility.