Using appreciated stock or mutual funds is a tax-wise way to fund your gift to KQED. Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and for outright gifts entitle the donor to a tax deduction equal to the fair market value of the securities at the time of transfer.
To avoid exposure to capital gain tax, the stock must be transferred to KQED. We then sell the stock from our account.
Membership gifts
To make a current gift of stock, please give your broker the following instructions for electronic delivery to KQED.
Deliver to DTC 0164
Account number: 5218-5436
Account name: KQED Inc.
KQED's broker:
Charles Schwab & Co, Inc.
101 Montgomery Street
San Francisco, CA 94104