How to make a gift of securities

Your gift of securities, such as stocks, bonds, or mutual fund shares may offer tax advantages over a cash gift, and are a meaningful way you can support any area of Ronald McDonald House of Scranton (RMHS).

Donors who donate securities that have been held long term will generally receive a charitable tax deduction for the full fair market value of the securities, and avoid capital gains taxes on the appreciation of the assets over their original cost bases. Please be sure to consult with your tax adviser for specific tax information when giving securities.

  1. Contact RMHS prior to transfer so that your gift can be handled quickly and properly for tax purposes. Call or email Richard Bradshaw at rich@rmhscranton.org or 570-969-8998.
  2. Instruct your broker to transfer by contacting Richard Bradshaw at rich@rmhscranton.org or 570-969-8998.

The information on this website is not intended as legal, tax or investment advice. All gift options should be discussed with your legal tax and financial planning adviser.