Stocks, Mutual Funds and Other Securities
Using investment securities like appreciated stocks, bonds or mutual funds is a tax-wise way to fund your gift to KQED.
Is a gift of investment securities tax-deductible?
Donating securities that have been held for a year or more offer the potential for a double tax benefit—a full fair market value tax deduction and elimination of capital gains taxes.
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What types of investment securities does KQED accept?
KQED accepts appreciated stocks, bonds, mutual funds, and exchange-traded funds.
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How It Works
- You transfer publicly-traded stocks, bonds or mutual fund shares that you have owned for more than one year to KQED.
- KQED then sells the investment securities from our account, using the funds for trusted, quality programming you enjoy year round.
Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and for outright gifts entitle the donor to a tax deduction equal to the fair market value of the securities at the time of transfer.
To avoid exposure to capital gain tax, the stock must be transferred to KQED.
This page is not intended to be professional legal or financial advice. Please consult your financial advisor for advice and counsel.
Make a Securities Gift to KQED
To make a current gift of stock or other investment securities, please give your broker the following instructions for electronic delivery to KQED:
Deliver to DTC 0164
- Account number: 5218-5436
- Account name: KQED Inc.
KQED’s broker:
- Charles Schwab & Co, Inc. 101 Montgomery Street San Francisco, CA 94104
Stock transfers to KQED arrive without any membership or contact information. To ensure we can properly credit your gift and send you a tax receipt, please complete our Stock Gift Form.
Why Make a Gift of Securities to KQED?
By supporting KQED with a gift of securities, you allow us to serve the Bay Area as a trusted source of reliable news and provide enriching educational and cultural programs. Your gift ensures access to local independent journalism, compelling broadcast and digital programming, hands-on youth engagement initiatives and educational resources that inspire and involve the next generation of journalists, storytellers and civic leaders.
Using Investment Securities to Make a Legacy Gift
Stocks, bonds, and mutual funds may also be used to fund charitable gift annuities and charitable remainder trusts.
For more information, please complete our request for information form.
Contact Our Team
Questions? Our Major Gifts team can assist you through every step.
Monday–Friday, 9 a.m.–4:45 p.m.