Donate Stock

Gift of Appreciated Securities

Donating appreciated stocks, ETFs, mutual funds, or other marketable securities is one of the most tax-efficient ways to support the Boomer Esiason Foundation’s mission of improving the quality of life for people living with cystic fibrosis.

Why Donors Choose to Give Stock

A gift of appreciated securities allows you to make a meaningful investment in BEF’s mission without affecting your day-to-day cash flow.

Depending on your individual circumstances, donating appreciated securities directly to BEF may allow you to receive a charitable income tax deduction while avoiding capital gains tax on the appreciation. We encourage you to consult your financial advisor or tax professional regarding the tax implications of your gift.

Electronic transfers through your financial advisor or brokerage firm are straightforward and can typically be completed in just a few steps.

Securities We Accept

The Boomer Esiason Foundation accepts gifts of:

  • Publicly traded stocks
  • Exchange-Traded Funds (ETFs)
  • Mutual funds
  • Corporate and government bonds
  • Other marketable securities

If you are considering donating another type of security, please contact us to discuss your gift.

How to Donate Securities

Making a gift of securities is easy.

  1. Contact the Boomer Esiason Foundation to obtain our Charles Schwab transfer instructions.
  2. Share the transfer instructions with your financial advisor or brokerage firm.
  3. After initiating the transfer, please notify us of the security being transferred, the number of shares, and the anticipated transfer date so we can properly                   acknowledge your gift.

Transfer Information for Financial Advisors

Transfer Information for Financial Advisors

Receiving Institution: Charles Schwab & Co., Inc.

Account Registration: Boomer Esiason Foundation

DTC Number: 0164

Receiving Account Number: To obtain the account number or ask questions about making a gift of securities, please contact:

 

Bob Plansker
President & CEO
rplansker@esiason.org
646-724-4275

 

Thank You

Your gift of appreciated securities helps the Boomer Esiason Foundation fund groundbreaking research, provide financial assistance to families, support educational initiatives, and improve the lives of people living with cystic fibrosis.

Thank you for investing in our mission and helping create a brighter future for the CF community.