Giving Stock & Other Appreciated Securities

Giving stock and other appreciated securities can help you and PBS KVIE convert your portfolio gains into real community change.

If your securities are worth more now than what you paid and you’ve held them for at least one year, you are eligible for a charitable tax deduction. You will also avoid capital gains tax when you donate the asset as opposed to selling and gifting the proceeds. You may find this enables you to make a larger gift than you could have made with cash. Stocks and other appreciated securities can also be used to fund charitable gift annuities and charitable remainder trusts.

Contact a member of the Leadership Giving team to learn more about how you can give stock and other appreciated securities to PBS KVIE.

Deliver to DTC- 0015
Account number: 102-109807
Account name: KVIE INC.

PBS KVIE’s broker:
Morgan Stanley
400 Capitol Mall, Suite 1900
Sacramento, CA 95814

Please contact Colleen Schulman, Chief Philanthropy Officer, at 916-641-3595 or cschulman@kvie.org with the transfer details so we may properly credit your gift and provide you with an acknowledgement letter.