Donate Stock, Bonds or Mutual Funds

Your Assets Can Provide Enduring Support to Stop Cancer and Help Families

Fred Hutch welcomes your gift of stock, bonds or mutual funds. Transferring appreciated securities is an excellent way to support research at Fred Hutch and receive double tax benefits. Your donation may unlock a charitable income tax deduction based on the full fair market value of the securities or avoid capital gains tax otherwise due upon the sale of the appreciated stock, bonds or mutual funds.

To receive even greater leverage, consider using your appreciated assets to fund a charitable gift annuity or charitable remainder trust. You may avoid all or a large portion of the capital gains and receive an income for life for you or a loved one, all while helping Fred Hutch.

Group of people working on financial documents

Transfer Stock

  • Inform your broker in writing that you wish to give appreciated securities to Fred Hutch. View the sample letter with stock transfer instructions to provide specific information regarding the securities you are donating.
  • Let us know that you have initiated a transfer of securities to the Fred Hutch account by contacting our Planned Giving team. (Be sure to provide your name to our staff so we can give you the proper tax receipt as well as acknowledge your gift.)
  • The value of your gift will be calculated by using the mean value of each share on the date the shares arrive in our brokerage or mutual fund account. Our preferred broker is Pershing LLC.
  • If you are concerned about the timing of your gift, please work closely with your broker or mutual fund company to ensure that the shares are transferred in a timely manner.

Transfer Bonds

Transferring bonds to Fred Hutch is much like giving stock. Please contact our Planned Giving team to learn more.

Transfer Mutual Funds

Mutual funds usually take longer to transfer, as each mutual fund company has its own requirements for making charitable contributions. Allow at least one month for the transfer. Please contact our Planned Giving team to learn more.

Contact Planned Giving