Gifts of Stock and Appreciated Securities

 

 

HOW IT WORKS:

  • 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.

BENEFITS:

  • 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

    442.281.5000

  • Palomar Medical Center Downtown Escondido

     

    555 East Valley Parkway

    Escondido, CA 92025

    760.739.3000

  • Palomar Medical Center Poway

     

    15615 Pomerado Road

    Poway, CA 92064

    858.613.4000