Gifts of Stock

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Thank you for your interest in making a gift of securities to Family Caregiver Alliance. For tax purposes, your stock would be valued at the average of the high and low prices on the date that the shares are legally transferred to FCA.  Please inform FCA in advance of your intent to gift securities by completing the attached Notice of Transmittal.

  1. Complete the Notice of Transmittal of Gift of Securities.
    Download fillable Notice of Transmittal form here.

    Please fax, email, or mail a copy of the completed form to:

Family Caregiver Alliance
Attn: Lana Sheridan
235 Montgomery Street, Suite 950
San Francisco, CA 94104

Fax: 415-445-8106
Email: lsheridan@caregiver.org

  1. Send the Letter of Instruction to initiate the electronic transfer with your broker.
    Download fillable Letter of Instruction form here.
    Your broker is responsible for initiating the transfer of securities using the information provided on the Letter of Instruction. Your broker may have its own form, but the Letter of Instruction has the information your broker will need. Once the transfer is complete, FCA will issue a charitable tax receipt.

 

Certificate Transfer or Mutual Funds
If you are interested in making a gift of mutual funds, or if your stock is in the form of a physical certificate, please contact FCA as these types of donations may require different processing procedures.

 

All contributions are tax-deductible to the fullest extent provided by law. Every effort will be made to sell non-marketable securities as quickly as possible. The donor should be aware of possible tax implications. Please contact your tax advisor for complete tax deductibility rules.

Please contact FCA at 800-445-8106 (toll free) or 415-434-3388 x328 or shu@caregiver.org with any questions.