Overview of Tax Benefits

A gift of appreciated securities held for more than one year may provide significant benefits to you as a contributor, such as:

• Entitling you to claim the fair market value of the donated shares as a charitable deduction on your income tax return.

• Allowing you to avoid paying capital gains tax that would ordinarily become due if you had sold the appreciated securities and donated the proceeds from the sale to Texas Children’s.

If you have securities that have declined in value over the years and are interested in donating them to Texas Children’s, it is normally more advantageous to sell them first and contribute the proceeds. This strategy should allow you to claim a deduction for both the loss from the sale of the securities as well as the charitable gift.

Ways to Give Stock

Electronic Transfer Authorization

If your stock is held in a brokerage account, the gift can be transferred electronically.

You or your broker may call Texas Children’s at (832) 824-2718 or email us at gxjacobs@texaschildrenshospital.org. We will provide instructions on how to complete the transfer of shares.

When making an electronic transfer please make sure to provide us with the following information:

• Donor’s name

• Name of stock and number of shares being transferred

• Purpose for which the gift is to be used

Mailing a Stock Certificate

Your stock certificate may be mailed directly to Texas Children’s Hospital.

Please obtain a stock power form. Contact Texas Children’s at (832) 824-6964 or email us at gxjacobs@texaschildrenshospital.org and we will be happy to provide one to you. Write in Texas Children’s Hospital as the assignee name, and sign the stock power form exactly as your name appears on the face of the certificate. If you are giving stock of more than one company, please send a separate stock power form for each company.

Mail the stock power form and unsigned stock certificate in separate envelopes, at the same time, by certified mail.

Please mail to:

Geri Jacobs, ChFC, CLU
Office of Development
Texas Children’s Hospital
1919 S. Braeswood MC 4-4483
Houston, TX 77030

Hand Delivery of a Stock Certificate

You may bring your certificate, along with a note or letter of instruction regarding the purpose for which the gift is to be used, to Geri Jacobs, ChFC, CLU, director of planned giving, at the address below. If you wish, you may contact her at (832) 824-2718 to arrange a meeting.

Texas Children’s Hospital
Office of Development
1919 S. Braeswood MC 4-4483
Houston, Texas 77030

Valuation of Your Stock Gift

We value your stock gift using the average of the high and low sales price on the date it is gifted to Texas Children’s Hospital, in accordance with Internal Revenue Service regulations.

Mutual Fund Shares, Restricted Stock, Bonds, Closely-Held Stock, Etc.

Please contact us at (832) 824-2718 or gxjacobs@texaschildrenshospital.org as these gifts have special considerations.

We invite you to learn more about other planned giving opportunities.