Your gift of publicly traded stock can help you and PBS SoCal yield high returns for education, the arts and culture in our community.
Your gift of stock can also provide attractive tax savings – including immediate tax deduction. If the stock is worth more now than what you paid for it more than a year ago, you will be able to claim the full benefit of the stock’s current fair market value. You can also avoid capital gains tax when you donate as opposed to selling this appreciated stock.
You may find that these tax savings can help you make a larger gift than you originally thought possible. Giving stock can help you and PBS SoCal convert your stock market gains into real community change.
To learn more about giving publicly traded stock, mutual funds and other investments, please contact the Development Department at (714) 241-4100 or firstname.lastname@example.org. We look forward to working with you and your advisors as you consider your plans.
Please consult with your professional advisor for advice on the full impact of your charitable giving on your financial and/or legal circumstances.
Stock Transfer (DTC) Instructions
- PBS SoCal Broker: Morgan Stanley Wealth Management
1901 Main St
Irvine, CA 92614
- For Deposit To: PBS SoCal/KOCE-TV Foundation
3080 Bristol St, Ste #100
Costa Mesa, CA 92626
- Federal Tax ID Number: 95-3220724
Non-Profit Status: 501(c)3
DTC Clearing Number: 0015
Account Number: 229-112571-134
Make sure that you or your advisors contact PBS SoCal when giving stock. It is important that we are informed what stock is being transferred, how many shares and, most importantly, donor name and address. This allows us to send an acknowledgment and tax receipt.
Please consult with your professional advisor for advice on the full impact of your charitable gifts on your financial and/or legal circumstances.