Gift of Stock

Increase your gift to PEF…. And your tax deduction!

PEF gratefully accepts gifts of stock. Before transferring stock, please email Joanne Petow at joanne@pvpef.org. This allows us to track the transfer and apply the pledge to your account. You can also call us directly at 310-378-2278.

Gifts of appreciated stock
If you have appreciated stock (or bonds or mutual funds) that you’ve held for many years, consider donating that instead of cash. If you sell your appreciated stock first and then give the cash, you pay the capital gains tax on the gain (estimated federal
and state). But if you donate the stock directly to PEF, there’s no capital gains tax.

*Please contact your own qualified financial adviser when considering gifts of appreciated stock.