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 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

RMHC-San Diego

Phone: 858-598-2461; cjordan@rmhcsd.org

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Events & Ways to Help

Dinner with Friends
October 21, 2023
Dinner with Friends
Aug 3, 2023 Back to School Donation Drive
Sep 21, 2023 SeaWorld Spooktacular Savings
Oct 21, 2023 Dinner with Friends: Disco Theme!
See All Events

Around The House

Tour Your San Diego Ronald McDonald House
Tour Your San Diego Ronald McDonald House

We invite you to take a video tour of San Diego’s Ronald McDonald House and learn about th …

Ride for a Cause a Resounding Success
Ride for a Cause a Resounding Success

On Saturday, July 22, our San Diego Ronald McDonald House welcomed over 150 motorcycle rid …

Celebrating Holidays at the House
Celebrating Holidays at the House

Our staff and dedicated volunteers try to make the holidays special for families staying a …

See All News

Stories From Our Families

A New Chance at Life
A New Chance at Life
Together from Day One
Together from Day One
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
See More Stories

Thank You to Our Sponsors

Balfour Beatty

KYOCERA International

A1 Self Storage

Standard Drywall Inc.

Sycuan

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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.