Gifts of securities
Stock transfer notification form
If you plan to transfer a gift of stock to CJP, please fill out our intention form.
Donating appreciated securities, including stocks, bonds, and mutual funds, is a convenient and tax-effective way for you to make an annual gift to CJP or to add to your donor advised fund or endowment fund.
Gift of stock and bonds
Stocks/Bonds
Benefits of gifts of appreciated securities
- Avoid paying capital gains tax on the sale of appreciated securities
- Qualify for a charitable income tax deduction for the current market value of the appreciated securities
- Maximize your support of CJP's communal work
How to make a gift of securities
Please contact Conrad Cheung for instructions on how you can transfer stock, bonds, or mutual funds from your brokerage or investment account to CJP.
Conrad Cheung
Associate Director, Philanthropic Asset Services (PAS)
[email protected]
617-457-8517