Donate Stocks, Bonds, and Mutual Funds
At St. Anthony’s, we rely on the generosity of people like you to help ensure we can fulfill our mission to feed, clothe, shelter, heal, and create a society in which all persons flourish. Donating stock and other appreciated securities is simple and offers you valuable financial benefits.
When you donate long-term appreciated securities (stocks, bonds 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.) And, you will have the peace of mind knowing that you are 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
345 Lorton Avenue, Suite 302
Burlingame, CA 94010
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.
We want to make sure we credit you for your generous gift. Please click on the link and fill out the online form to let us know your contribution is on its way.