Maximize Your Impact with a Gift of Stock
Donating stocks, exchange-traded funds and mutual funds to Shriners Children's is a simple, tax-efficient way to make a meaningful difference for children. You can choose from two options: submit a form to request instructions or initiate the gift through our partner GivingIQ.
Option 1: Request Transfer Instructions Using Our Form
Use our online form to provide information about your gift and receive instructions you can send to your advisor. If you are a self-directed investor, you’ll have to complete a form for your brokerage. Sharing the details of your gift will help Shriners Children's identify and properly acknowledge your donation.
Option 2: Donate or Receive Instructions Online
Through GivingIQ, you can initiate a gift or request instructions online in minutes. Donors create a free account and follow prompts to transfer securities to benefit Shriners Children's. Advisors and donors can receive instructions on demand without creating an account.
The Benefits of Donating Stock
Donating appreciated stock is one of the most tax-efficient ways to support Shriners Children's. When you give appreciated securities, you may be able to avoid capital gains taxes and deduct the fair market value of the asset, subject to applicable tax rules. Donating stocks can allow more from your gift to support the children and families we serve. Please consult your tax or financial advisor regarding your individual circumstances.
Use GivingIQ’s stock gift calculator to explore potential tax savings when donating appreciated stock to Shriners Children's.
Questions About Giving Stock?
For assistance with a stock gift or broker-directed transfer, contact our planned giving team at 813-367-2241 or plannedgiving@shrinenet.org.
Frequently Asked Questions
Gifts of appreciated stock may offer tax advantages. Depending on your circumstances, you may be able to avoid capital gains tax on appreciated securities and claim a charitable deduction for the fair market value of the gift, subject to IRS rules and applicable limitations. Shriners Children’s does not provide tax or financial advice, so please consult a qualified tax or financial professional.
To transfer stock directly to Shriners Children’s, provide the following information to your broker or financial institution:
Credit: Shriners Hospitals for Children®
Tax ID Number: 36-2193608
Agent: Charles Schwab
Account Number: 8133-5906
DTC (Depository Trust Company) Number: 0164
Please make sure to notify us of your gift. Stock transfers may arrive without information identifying the donor. We encourage you to complete our stock gift form so we can identify and properly acknowledge your gift. You may also notify our planned giving team at 813-367-2241 or plannedgiving@shrinenet.org.
Shriners Children’s takes the security and confidentiality of donor information seriously. We use safeguards designed to protect the information you provide, and donor information is handled with care.
Shriners Hospitals for Children, commonly known as Shriners Children’s, is a 501(c)(3) nonprofit organization. Our Tax ID/EIN is 36-2193608.
You have two options: You can start a direct stock transfer by using our direct stock transfer gift form or give online through our partner GivingIQ. Choose the option that works best for you.
Timing varies by brokerage, security and transfer method. Direct stock transfers may take a few business days after your broker receives complete instructions. Through GivingIQ, you can initiate a gift or request instructions online in minutes. The total process to complete the stock donation may take 2-3 business days.
Shriners Children’s will provide appropriate acknowledgment for gifts it receives. Providing your contact and gift information through our online stock submission form helps us identify your transfer and acknowledge your donation. If you use GivingIQ, receipt and transaction documentation may also be available through that platform.
Direct stock transfers may arrive without enough donor information for us to identify the giver. Completing our online stock submission form before initiating the transfer helps us match your gift when it arrives and properly acknowledge your generosity.
Your Donation Makes an Impact
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