Gifts of Stocks & Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Ann Robert H. Lurie Children's Hospital of Chicago Foundation.

Benefits of Gifts of Stocks Bonds

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

How to Make a Gift of Stocks Bonds

By electronic transfer - Download our Gift of Securities document for instructions on how you can transfer stock or bonds from your brokerage or investment account to Ann Robert H. Lurie Children's Hospital of Chicago Foundation.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on Gifts of Stocks Bonds

There are special rules for valuing a gift of stock. The value of your gift for both IRS and gift crediting purposes is the mean market value of the HIGH and the LOW on the date of transfer. Please be aware that the date of transfer is not necessarily the date on which you gave your broker instructions. It is the date on which the stock enters into the Hospital’s account.

Gifts of Mutual Funds require a different set of instructions. Please contact if you would like to make a Mutual Fund transfer.

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