Make a Gift of Stock to Promises2Kids

Donating stock is a simple process, whether held in certificate form or at a brokerage house. Simply deliver or transfer your stock to the Promises2Kids Foundation account at Charles Schwab & Co., Inc.

A gift of appreciated stock generally offers a twofold tax advantage:

1. You receive a charitable income-tax deduction for the full fair-market value of the stock at the time of the gift.*

2. You incur no capital gains tax on the increased value of the stock.*

Your gift must be postmarked by December 31 to qualify for a deduction in that tax year. A stockbroker or trust officer also can arrange for a year-end gift of stock from your account.   

Stock held in a brokerage account:
Contact Promises2Kids Foundation at (858) 278-4400 or Steve Goldstein, CFO, at, for account information.

Shares in certificate form: 
Please contact Michael Brown of Dowling & Yahnke for instructions.

Michael S. Brown, CFA CPA
Dowling & Yahnke, LLC
(858) 509-9500 x105


*subject to IRS deduction limits