Stock donations are a tax-efficient way to maximize your charitable impact on pediatric oncology research and optimize your personal benefit by bypassing capital gains taxes.
Step 1: Get in Touch
Before initiating a transfer, please contact us to ensure a smooth transition of your gift. This helps us confirm our ability to accept your security and prepare for its arrival. Please call 626-241-1600, Option 2 or email ap@thecogfoundation.org and share:
- The name of the stock and its ticker symbol
- The number of shares you would like to transfer
- The legal name of the originating brokerage account
Step 2: Transfer Coordination
Once we have confirmed the details of your transfer, a member of our team will contact you directly to provide our secure brokerage account information and any specific delivery instructions your broker may need.
Step 3: Notify COG of Completion
For security reasons, stock transfers are often sent without a donor name attached. Once you have authorized your transfer with your broker, please notify us at ap@thecogfoundation.org to ensure we can promptly track, record, and acknowledge your generous support.