“Being in the Dining Room reminds me of what the larger world should look like. St. Anthony’s Dining Room is a place where anyone can come and be treated with respect and dignity.”
Giving long-term, appreciated securities may provide greater benefits to you and St. Anthony Foundation.
When you donate long-term appreciated securities (stocks or mutual funds) directly to St. Anthony’s, you will receive a tax deduction up to 30% of your adjusted gross income for the full fair market value of the property donated. By donating stock directly to St. Anthony’s, you can avoid paying capital gain taxes on the gain in value when the stock or mutual fund is sold. (You must have owned the stock for at least one year.) You are also helping San Francisco’s most vulnerable residents build better futures.
If you plan on sending an original stock certificate, please do not endorse the certificate on the back, as you will be making the stock certificate negotiable by anyone. We recommend that you use a separate stock power form and mail them in separate envelopes.
If you choose to use a broker, please provide them with the following information:
Investment Capital Advisors
700 Airport Blvd, Suite 490
Burlingame, CA 94010
Mr. Willington T. Fong
(650) 825-9001 – Fax
St. Anthony Foundation
Note: Gifts of securities are recorded based on the mean market value of the stock, bond, or mutual fund on the date of the gift, which is determined by the date you relinquish control of the asset. Financial institutions provide minimal information on securities transfers, so to ensure proper disposition of the gifts, donors should contact St. Anthony Foundation. Simply let us know the type and quantity of securities that have been transferred.
For more information about making a stock donation or to let us know a transfer has been made to St. Anthony Foundation, contact Patricia Gallagher, Director of Development and Outreach, at (415) 592-2735.