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 Christina Jordan, 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 Christina Jordan, 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:
Christina Jordan, Director of Individual Giving
Phone: 858-598-2461; email@example.com