Gifts of Stock

Many members of our community choose to make their gift through stocks, securities, or mutual funds rather than cash. Donating appreciated assets can offer significant tax advantages: you may avoid capital gains taxes and, if you’ve held the assets for more than one year, you may be eligible for an income tax deduction equal to the full fair market value of your gift.

Benefits of giving appreciated assets include:

• Potentially greater tax savings compared to cash gifts
• Avoidance of capital gains taxes
• An income tax deduction for the full value of the assets (when held for more than one year)
• An immediate and meaningful impact on San Francisco University High School’s mission

Please direct your broker to this page or complete it yourself to receive transfer instructions. If you or your financial advisor have any questions, please email development@sfuhs.org or call 415-447-3119.