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