Gifts of Stock

A gift with twice the tax benefits! A gift of stock to SFCB supports our programs and can be a useful addition to your tax strategy. If you are planning to sell appreciated stock (held for more than one year) or to rebalance your portfolio, consider a gift of stock to bypass any capital gains tax on the appreciation.

Stocks are the most commonly donated appreciated securities, but you can also give bonds, mutual fund shares, or closely held stock. You can also choose to make an outright gift or use appreciated stock to fund a gift that provides you with an income stream. Contact us to discuss charitable gift annuities, charitable remainder trusts, and gifts of stock.

Please contact our executive director, David Owens-Hill, at 415-906-6417 or by email at david@sfcb.org, with any questions.