Gifts of Securities

 

 

 

 

 

You may deduct the full fair market value of appreciated securities and avoid any tax on the capital gain. Your gift is deductible from federal income tax up to 30 percent of your adjusted gross income, with a five-year carry over provision.

To donate a stock certificate in your possession, all you need to do is sign a stock power of attorney and have the signature guaranteed. Any bank can provide this service for you. Then mail the certificate and stock power of attorney in separate envelopes to:

Pulmonary Fibrosis Foundation
1332 N. Halsted St. Suite 201  
Chicago
, IL 60622

We will use the postmark as the gift date, and credit you with the average market value of the stock on that date.

To donate stock held in a brokerage account, instruct your broker to transfer the shares to the Pulmonary Fibrosis Foundation brokerage account at Charles Schwab:

Account #

 2182-8293

 DTC #

 0164 - CODE 40

 Telephone:

 (800) 435-4000

 Fax:

 (407) 806-2503

The shares will be electronically transferred. We'll use the date that the shares enter our account as your gift date, and credit you with the average market value on that date. Please call or write to inform us that the stock transfer is in progress.

For additional information please contact: Michael Rosenzweig, Ph. D. at (312) 587-9272 or email breathe@pulmonaryfibrosis.org.