Appreciated Stocks and BondsDonate Stock

Donating appreciated securities, including stocks and bonds, is an easy and tax-effective way to make a gift to help us end PKD.

 

Benefits
When you make a gift from your assets instead of your income you may:

  • Receive an immediate income-tax deduction.*
  • Avoid capital gains tax on appreciated securities you donate.*
  • Help us move toward a day where no one suffers the full affects of PKD.

*The double tax break helps you make a larger gift at a lower cost.

 

Instructions
If you would like to electronically transfer a gift of securities to the PKD Foundation, please print and complete the Letter of Authorization. Mail or fax the original letter to your broker, and mail or fax a copy to the PKD Foundation so that we can properly acknowledge your gift.

 

Or, you may advise your broker that the PKD Foundation UMB Scout Brokerage Services account number is 087-124052, and the DTC number is 0226. Please notify the PKD Foundation about the transfer so that your gift can be properly acknowledged. Let us know by contacting us at donate@pkdcure.org or 1.800.PKD.CURE, ext. 187.

 

Contact Us for More Information
If you have any questions about making a gift of stocks or bonds, please contact Michelle Davis-Wingate, Chief Development Officer, at 816.268.8477 or michelled@pkdcure.org.

 

Julie and Lance Markowitz

Julie and Lance Markowitz's gifts of stock
make giving to the PKD Foundation a win-win.

Savvy Supporters

Their background in banking might have something to do with it. But whatever you attribute it to, there's no denying the Markowitz family has found a great way to support the PKD Foundation and make their contribution work double time.

"We made a stock gift; it was a very easy process" Julie shared. "And to be honest, there are great tax advantages to a donation of that kind."

When a diagnosis of hypertension 10 years ago led to the discovery of PKD, Julie was shocked and didn't know where to turn.

"There was no family history," she said. "My grandfather was on dialysis, but we aren't sure if he had PKD.

"When I was first diagnosed, I had a hard time. I went to the PKD National Convention and got on chat boards to look for information. It was scary."

Julie said the Foundation has connected her with ways to be proactive in dealing with PKD and introduced her to new communities of support.

"I participated in the tolvaptan study," Julie explained. "It was a self-determined step I could take — I consider myself a medical foot soldier."

Today, Julie is healthy and active with a positive outlook.

"My lifestyle is not defined by PKD," she said. "Other than hypertension medication and drinking a lot of water, there are no limits. I'm passionate about exercising and I'm able to live a very full life."

Julie's business acumen influences her charitable giving. The PKD Foundation lives up to her expectations.

"We donate because we are so impressed with every aspect of the PKD Foundation. The consistently low overhead, great leadership and dedication makes donating an easy choice.

"The Foundation is real," she concluded. "They have the analysis and the passion behind the mission that make us feel good about supporting them."

To learn more about making a gift of stock to the PKD Foundation, please call 1.800.PKD.CURE (753.2873) or email donate@pkdcure.org.


Favorable tax laws allow the full-market value to be considered as a tax-deductible contribution (versus cost) of a stock or appreciated security (held for more than one year) when gifted to a public charity, like the PKD Foundation. You may also avoid capital gains tax on these appreciated securities (held for more than one year) when you gift them to a charitable organization.

Read more about Gifts of Stock in our Estate Gift Planning Guide 


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Phone: 800.443.9441 | Fax: 843.216.6100
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©2014, PKD Foundation ·The PKD Foundation is a 501 (c)(3), 509 (a)(1) public charity.

©2014, PKD Foundation ·The PKD Foundation is a 501 (c)(3), 509 (a)(1) public charity.