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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Fuller.

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

Gift Example
The chart below demonstrates the estimated tax savings of donating appreciated securities versus cash. This example assumes you wish to donate shares of stock worth $10,000 that you purchased for $2,000 several years ago.

	Donate Cash	Sell Securities and Donate Cash	Donate Appreciated Securities
Charitable Deduction	$10,000	$10,000	$10,000
Ordinary Income Tax Savings (assumes 35% rate)	$3,500	$3,500	$3,500
Capital Gains Tax Paid (assumes 23.8% on $8,000 gain)	N/A	$1,904 paid	$1,904 saved
Net Tax Savings	$3,500	$1,596	$5,404

How to make a gift of stocks and bonds to Fuller Seminary

By electronic transfer - Please email [email protected] or call 626.792.3232 for instructions on how you can gift shares from your brokerage or investment account to Fuller Seminary.

By certified mail - If you hold securities in certificate form, please mail two envelopes separately to the address below.

In the first envelope, include the unsigned stock certificate(s), along with the purpose of your gift. In the second envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. We recommend sending certificates and stock powers by certified mail with return receipt or by express/priority mail.

How to make a gift of stocks and bonds to your
Fuller donor-advised fund or charitable trust

By electronic transfer - Please email [email protected] or call 626.792.3232 for instructions on how you can gift shares from your brokerage or investment account to your Fuller Donor-Advised Fund or charitable trust.

By certified mail - If you hold securities in certificate form, please mail two envelopes separately to the address below.

In the first envelope, include the unsigned stock certificate(s), along with the purpose of your gift. In the second envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. We recommend sending certificates and stock powers by certified mail with return receipt or by express/priority mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by the average of the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.