Stocks, securities + mutual funds
Donate stock, securities, or mutual funds and you may be able to receive tax deductions while avoiding capital gains taxes.
Photograph by Henrik Kam. © Fine Arts Museums of San Francisco
About gifts of stocks, securities + mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these helps you avoid paying capital gains taxes, and can provide you an income tax deduction for the full value of the gift (if you’ve had the assets for more than one year).
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can save you far more on taxes than gifts of cash.
- Avoid all capital gains taxes.
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year).
- Make an immediate impact on our mission.
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds are put directly to use for their greatest impact.
Getting started
Make your gift over the phone, by mail or via a financial advisor.
Ask your broker to donate through:
Cetera Investment Services
DTC number: 0701
ACCT name: Corporation of the Fine Arts Museums
Tax ID#: 94-3045948
ACCT Number: 3VX23797
Already included us in your estate plans?
Letting us know is incredibly helpful to our team and helps make sure your gift is used how you want it to be.
Have questions? Get in touch!
Our team is happy to speak with you about your giving goals, confidentially and with no obligation.Name:
Contact us through this form or at plannedgiving@famsf.org.
More ways to make an impact
Gifts for the future
Donations in your will or trust are the most popular type of legacy gift, while gifting assets not covered by your will, like 401(k) or IRA accounts, may help your heirs avoid unwanted taxes.
Gifts that pay you back
Transfer securities, cash, or other property to the Museums and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or up to a certain number of years.
Tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.