Gifts of Appreciated Stock

Why Donate Gifts of Appreciated Stock?
Donating appreciated stocks and bonds is an easy, beneficial, cost-effective way to show support for the American Medical Group Foundation. As an owner of stocks or bonds that have appreciated in value, a donor’s donation of stock accrues tax benefits for the donor while simultaneously supporting the continuing work of the Foundation.

Benefits Include:

A charitable tax deduction equal to the full fair market value of the securities at the time of your gift
Avoiding capital gains taxes on the appreciated value of stock
The ability to significantly support the Foundation and its ongoing efforts to demonstrate how organized systems such as multispecialty medical groups and integrated delivery models produce superior results and greater efficiency for our patients

It is the donor’s responsibility to seek the necessary tax and legal counsel for the purpose of making and reporting this gift. The information provided by AMGF is intended for informational purposes only and is not a substitute for obtaining professional advice.

How to Provide this Opportunity
There are two common methods of gifting securities. The first is electronic transfer through which your broker can transfer shares using a DTC number. The other is physically mailing the paper certificates to the American Medical Group Foundation. Either method is acceptable, but it is essential that you contact your broker to initiate the transfer.

For information regarding donating gifts of Appreciated Stock, please contact Development Associate Sherry Greenwood at (703) 838-0033, ext. 352 or e-mail sgreenwood@amga.org.

Electronic Transfer
Allows you to transfer the shares directly from your broker to our broker. Brokers need written authorization from you before they can make the transfer. Our office can provide you with a form letter to provide to your Broker.

Mailing Stock Certificates
If you are mailing, send your unendorsed certificates(s) and a cover letter (including your name, address and purpose of the gift) in an envelope. Our office can provide you with a sample cover letter.

In a second envelope, send a signed, signature-guaranteed stock power. We recommend using registered mail to forward your certificates and stock power. Your local bank can provide stock power forms.

Note: Please DO NOT mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

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