Ronald McDonald House Charities of San Diego

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Donating Appreciated Securities to RMHC-San Diego

You can make a smart financial decision while helping to keep families close at San Diego’s Ronald McDonald House.

Donating publicly traded appreciated securities (stocks, bonds, mutual fund shares, etc.) – that you have owned for more than a year and have gone up in value – may bring you great tax advantages while rebalancing your portfolio. 

When you donate appreciated securities or mutual funds that you have held more than one year to us in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Please consult your tax and/or legal advisor(s) when considering your gift.

Stock Transfer Instructions

Transfers of stock may be initiated by you as donor or through your financial consultant. After completing the transfer, please inform Beth van Eetveldt, whose contact information is shown below.

Please use the following instructions for electronic transfer of DTC Eligible Book Entry Issues to Ronald McDonald House Charities of San Diego, Inc. :

  • Bank of America Nominee Name: PACO
  • A/N Bank of America
  • DTC Participant #0955
  • DTC Agent #20955
  • DTC Institutional #20955 (to be used if Bank of America is affirming party)
  • Customer Account Name: Ronald McDonald House Charities of San Diego, Inc.
  • Customer Account Number: 022030008403
  • Reference Donor’s Name
  • Reference Stock Ticker Symbol

Mutual Fund Share Transfer Instructions

Transferring shares of mutual funds requires the advance assistance of RMHC-San Diego. Please send the following information to the attention of Beth van Eetveldt, whose contact information is shown below.

Mutual Fund Transfers – additional instructions to provide:

  • Mutual Fund Name
  • Ticker or CUSIP
  • Shares or dollar amount to be transferred
  • Where the Fund is held: (Broker or direct at Fund company)
  • Contact name at broker or fund company
  • Account number at broker or fund company
  • Name of Donor

Important: Contact Us for a Smooth Experience

Please notify us of your intentions so that we may facilitate gift processing and recognize your generosity. Please contact:

Beth van Eetveldt, Director of Individual Giving

RMHC-San Diego

Phone: 858-598-2435; beth@rmhcsd.org

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Events & Ways to Help

Order Snacks for Families: Wish List
June 15, 2022
Order Snacks for Families: Wish List
Feb 28, 2022 Order Clothing Basics for Families
Sep 8, 2022 San Diego Gives
Sep 19, 2022 31st Annual Golf Invitational
Oct 15, 2022 Dinner With Friends
See All Events

Around The House

4x Impact with Monthly Giving Triple Match
4x Impact with Monthly Giving Triple Match

New or upgraded recurring monthly gifts are being triple matched through the end of the ye …

Thanks for a Great Red Shoe Day!
Thanks for a Great Red Shoe Day!

Thank you to all our Red Shoe Day volunteers who helped raise over $258,000 in our return …

2020-21 Impact Report
2020-21 Impact Report

We are deeply grateful to the wonderful friends and supporters of San Diego’s Ronald McDon …

See All News

Stories From Our Families

Emma Joy’s Journey
Emma Joy’s Journey
Declan’s Crew
Declan’s Crew
Together with Valeria
Together with Valeria
Cheering for Kayla
Cheering for Kayla
Crossing an Ocean for Milo
Crossing an Ocean for Milo
Cassandra and Her House, Then and Now
Cassandra and Her House, Then and Now
See More Stories

Thank You to Our Sponsors

Aspire Bakeries

AMN

KFMB

Kiwanis Club of San Diego & San Diego Kiwanis Club Foundation

North Island Credit Union

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Ronald McDonald House Charities® of San Diego
2929 Children's Way, San Diego, CA 92123

©RMHC.
The following trademarks used herein are owned by McDonald’s Corporation and its affiliates; McDonald’s, Ronald McDonald House Charities, Ronald McDonald House Charities Logo, RMHC, Ronald McDonald House, Ronald McDonald Family Room, and Ronald McDonald Care Mobile.