Gifts of Stock and Appreciated Securities




  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Palomar Health Foundation. 
  • The Foundation sells your securities and uses the proceeds for its programs.


  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • Your capital gains tax can be abated. 
  • Giving appreciated stock could be more beneficial than giving cash.


Disclaimer: The information presented here is not offered as legal or tax advice. 
Please consult a professional tax adviser.


  • Palomar Medical Center Escondido


    2185 Citracado Parkway

    Escondido, CA 92029


  • Palomar Medical Center Downtown Escondido


    555 East Valley Parkway

    Escondido, CA 92025


  • Palomar Medical Center Poway


    15615 Pomerado Road

    Poway, CA 92064