Donate a Gift of Appreciated Securities

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Contact Tim Concannon



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 Dana-Farber and the Jimmy Fund at a decreased cost to you (see example below).

How to Make a Gift of Stock

To arrange a stock transfer, please contact:

Tim Concannon
Dana-Farber Cancer Institute
10 Brookline Place West, Sixth Floor
Brookline, MA 02445
Phone: 617-632-3716

Shares may be transferred electronically to:

UBS Financial Services Inc.
Attention: Owen Dugan
One Post Office Square, 33rd Floor
Boston, MA 02109
Phone: 617-439-8521
Fax: 617-833-5565

Compare the following three ways you could give using a $10,000 gift as an example:

  Give a Cash Gift to Dana-Farber and the Jimmy Fund Sell Appreciated Stock and Give Proceeds to Dana-Farber and the Jimmy Fund Transfer a Gift of Appreciated Stock to Dana-Farber and the Jimmy Fund
Fair Market Value (FMV) of Gift $10,000 $10,000* $10,000*
Long-Term Capital Gains Tax 
($4,000 x 15%)
N/A $(600)
(Due to the IRS Tax on Appreciated Stock)
(Capital Gains Tax Savings)
Income Tax Savings**
($10,000 x 24%)
$2,400 $2,400 $2,400
Total Tax Savings (Capital Gains Tax Savings + Income Tax Savings) $2,400 $1,800 $3,000
Net Cost of a $10,000 Gift (FMV of Gift - Total Tax Savings) $7,600 $8,200 $7,000

*For which you paid $6,000 and have a $4,000 capital gain
**This example uses a 24% tax bracket

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 Dana-Farber's tax ID number is 04-2263040. Please see our Resources for Advisors for more information.