Stocks and Bonds

A gift of stocks and other securities to PCB could be right for you if you own publicly traded securities that have increased in value since you bought them. When you gift securities directly to PCB, you make an outsized impact without taking money directly out of your bank account. Gifting appreciated securities may avoid federal capital gains tax and you could obtain an income tax deduction for the security’s full market value. Plus, PCB will not be taxed when it sells the security you donate. 

To make a donation of securities directly to PCB, you will need to know the identity of our brokerage firm and the details of our account at the firm, as well as the DTC information your brokerage firm will need. Simply call the office (847-381-0975) or send a confidential email to accounting@pcbarrington.org and let us know that you are interested in making a stock donation and we will contact you with the necessary information. 

Tax advantages should never be assumed. Please consult with your tax adviser and estate adviser.