Gifts of Publicly Traded Securities

With your gift of publicly traded securities to Brigham and Women’s Hospital, you can make a direct impact on the future of medicine.

A gift of publicly traded securities could be right for you if:

• You own publicly traded securities (please consult with your financial advisor)
• Some of these securities have increased in value since you bought them
• Some of these securities may provide you with little or no dividends

How it works:

• You transfer shares of one or more publicly traded securities—such as stocks, bonds, and mutual funds—to the Brigham
  The two most common ways to give publicly traded securities are to make an outright gift of your securities or to establish a charitable gift annuity or charitable remainder trust and receive income for life.

The benefits:

• You can deduct the full fair market value of your shares as of the date of your donation, regardless of the original purchase price
• You avoid capital gains tax on securities that you donate, that have increased in value, and you have owned for more than a year

For more information on making a gift of publicly traded securities to Brigham and Women’s Hospital, please read our FAQ or contact Kiran Rai at 617 424 4321 or krai1@bwh.harvard.edu.