Gifts of Appreciated Securities

Benefits of a Stock or Mutual Fund Gift
Details on Stock Transfer
Details on Mutual Fund Transfer
Sample Letter with Stock Transfer Instructions

Benefits of a Stock or Mutual Fund Gift

We welcome your gifts of appreciated securities. By donating to the Center, you may:

• Receive a gift credit and income tax deduction for the fair market value of the securities on the date of transfer (if the securities are held for more than one year).


• Pay no capital gains tax on the donated securities (if the securities are held for more than one year).


• Direct your gift to the general fund or a specific area of research.

Details on Stock Transfer

Inform your broker in writing that you wish to give appreciated securities to Fred Hutchinson Cancer Research Center. Please use the sample letter with stock transfer instructions to provide specific information regarding the securities you are donating.

Let us know that you have initiated a transfer of securities to Fred Hutchinson Cancer Research Center's account by contacting Eileen Edel at (206) 667-5569 or (800) 279-1618 ext. 5569. You may also send an e-mail to eedel@fhcrc.org. Please note that it is very important to provide your name to our staff, so that we can give you the proper tax receipt as well as acknowledge your gift.

The value of your gift will be calculated by using the mean value of each share on the date the shares arrive in our brokerage or mutual fund account (our preferred broker is Pershing LLC). If you are concerned about the timing of your gift, please be sure to work closely with your broker or mutual fund company to ensure that the shares are transferred in a timely manner.

Details on Mutual Fund Transfer

Mutual funds usually take a little longer to transfer, as each mutual fund company has its own requirements for making charitable contributions. Call us at (206) 667-5569 or (800) 279-1618 ext. 5569 so that we can work with you to determine the best method of transfer. Allow at least one month for the transfer.