Appreciated Securities

A Tax-Savvy Way to Benefit from Growing Assets

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to PBS SoCal. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to PBS SoCal, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

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Next Steps

  1. Contact the Planned Giving Team at 747-201-5297 or plannedgiving@pbssocal.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include PBS SoCal in your plans, please use our legal name and federal tax ID.

Legal name: Public Media Group of Southern California
Address: 3080 Bristol St., Suite 100, Costa Mesa, CA 92626
Federal tax ID number: 95-2211661

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