Give through appreciated securities.
Donating appreciated securities — such as stocks, bonds or mutual funds — is a powerful, tax-efficient way to support the Center for Excellence in Health Care Journalism while maximizing the impact of your gift.
Why give securities?
If you’ve held securities that have increased in value, donating them directly can provide significant advantages compared to selling them and donating the proceeds.
When you give appreciated securities, you may be able to:
- Avoid capital gains tax on the increase in value.
- Receive a charitable deduction for the full fair market value (if you’ve held the asset long-term).
- Make a larger impact on the future of health journalism.
It’s a smart way to support rigorous, equitable reporting while also benefiting from potential tax savings.
Your impact
Your gift helps the Center:
- Train journalists to better convey the complex dimensions of health care challenges and issues in the U.S. and the world.
- Ensure that news coverage about health and health care remains independent.
- Foster high quality journalism that increases the capacity of the public and policymakers to adopt health care policies that can improve the health of all people.
How to make a gift
Making a gift of appreciated securities is straightforward:
- Consult your financial advisor to determine the best assets to give.
- Contact us to request transfer instructions and notify us of your intent.
- Initiate the transfer through your broker or financial institution.
To ensure your gift is properly received and acknowledged, please let us know the name of the security, the number of shares and the expected transfer date.
Please consult your tax advisor regarding the specific benefits of your gift.
Contact Us
We would be happy to speak with you in confidence about planned giving, with no obligation.