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:

Please contact Promises2Kids Foundation at (858) 751-6610 or to inform Elizabeth Pennington, Chief Philanthropy Officer, that you are beginning this process. 

Shares in certificate form:

 If the shares you wish to donate are in certificate form or if need additional assistance with any stock transfers, you or your broker may contact Brett Pernicano at Corient for additional instructions and support. 

Contact: Brett R. Pernicano CFA, CFP 

Corient (858) 509-9500 


*subject to IRS deduction limits