Donate Securities

Gifts of publicly-traded securities are a wonderful way to contribute to the BPESF Annual Campaign. A gift of securities is fully tax-deductible at the market value on the date your gift is received. An added benefit is that by contributing securities directly to BPESF you avoid capital gains tax. BPESF can sell donated securities tax-free and use 100% of your gift toward operating funds for BCS.
  1. Please download this Stock Donation Letter to get started.
  2. Contact your broker to verify their preferred method of receiving the letter (original or fax).
  3. Complete, sign and send the letter directly to your broker with the information required to complete the transfer.
  4. Please email us the name of the stock and the number of shares to be donated: dspector@bcsfoundation.com
  5. Notify BPESF as soon as the transfer instructions have been given so that we can alert our stockbroker.
For donor recognition purposes, we calculate the value of the shares at the mid point of the day’s trading range on the day that the stock is received into the Foundation’s account.
After the shares have been received, we will send you a letter confirming details of the donation. You will be able to use this letter to claim the appropriate deduction on your tax return for the tax year in which the donation was made.

Please note that gifts of securities that are not freely tradable on the NYSE, AMEX, or Nasdaq exchanges will require prior approval from the BPESF Gift Acceptance Committee. If you have any doubt as to whether the securities you propose to donate are freely tradable, please discuss this matter with Leonora Teng, the BPESF Treasurer prior to initiating the securities transfer.

If you have any questions regarding these procedures, please contact David Jaques, treasurer (djaques@bcsfoundation.com) or David Spector(dspector@bcsfoundation.com).

Thank you for your generous gift!

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