Three people discuss a document.A contribution of appreciated securities benefits Fairfax County parks similar to a cash gift, but can be even more beneficial to the donor.

Benefits of Appreciated stock gifts

The charitable donation may reduce your income taxes.

  • Avoid capital gains tax that would have applied if the you sold the shares yourself.
  • Giving stock can be convenient, especially when these consist of a few stocks that are "odds and ends" or fractional shares.

Making the transfer is simple. Just follow these three easy steps:

  • Create a letter similar to the sample below.
  • Send the original letter to your broker.
  • Provide a copy of the letter to the Fairfax County Park Foundation.

Please call 703-324-8581 or fax 703-324-3987 or email us for any questions.

Sample Letter
Dear [Broker name]:
Please consider this letter my/our request to transfer shares of [Company Name] from my/our account # _______________ to the following account:
Fairfax County Park Foundation, Inc.
Charles Schwab Account #4991-9752 and DTC #0164 Code 40.

My/Our signature(s) have been notarized below.

CC: Fairfax County Park Foundation
12055 Government Center Parkway, Suite 404 Fairfax, VA 22035