Gifting Shares of Stock

Gifts of appreciated stocks or mutual fund shares can have an immediate, favorable impact to PLF and result in an income tax deduction for you.

Also, they can be gifted to PLF without triggering capital gains taxes, so long as your broker electronically transfers them directly to PLF’s account. You want to avoid selling the assets and then making a gift of the proceeds because that will trigger a capital gains liability for you.

Gifting Shares of Stock


To make a gift of stock to PLF, please call your broker with the information below regarding PLF’s account:

  • Name:  UBS AB/UBS Financial Services
  • Contacts:  Jonathan Bolter, Senior Vice President
    Tricia Hawkins, Senior Wealth Strategy Associate
  • Phone:  1-(844) 233-8684
  • Fax:  1-(855) 420-5472
  • Address:  Weehawken, NJ 07086
  • DTC:  #0221
  • Further Credit:  KS06671, Pacific Legal Foundation
  • Tax ID#:  94-2197343

Please ask your broker to let PLF Planned Giving Officer Jim Katzinski know when the transfer has been made so that PLF may properly credit your contribution and acknowledge your generosity.

This type of gift is right for:

  • Those with appreciated stocks. You can gift the stock to PLF and avoid paying capital gains taxes.

What are the benefits?

  • You will receive a charitable income tax deduction that is equal to the fair market value of the stock.
  • You can avoid paying capital gains taxes while supporting PLF.

Have questions? Need assistance?

Contact Gift Planning Officer Jim Katzinski at jkatzinski@pacificlegal.org or 916-288-1395.

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