Stock Transfer Calculator
Stock transfers are a powerful way to give from what you’ve built. By donating appreciated securities directly, you can support causes you care about—like St. Jude Children’s Research Hospital—while potentially reducing capital gains taxes and maximizing the impact of your gift.
Use the stock transfer calculator below to see how your assets could make a difference—and how this giving approach may align with your financial and philanthropic goals.
ALSAC/St. Jude Children’s Research Hospital does not provide tax, legal or accounting advice. This material is prepared and made available to you for informational purposes only and is not intended to provide or be relied upon for tax, legal or accounting advice. You should always consult a tax professional to determine your particular tax benefits that may result from any particular type of gift to charity.
Is a stock transfer right for me?
Planned giving through a stock transfer might be the right option if you:
- are seeking ways to reduce your tax burden as gifts of appreciated stock may allow you to avoid capital gains taxes on the transfer.
- prefer to give from investments instead of cash.
- are looking to rebalance a highly appreciated portfolio.
Learn More about Stock Donations Download Stock Transfer Form
St. Jude patient Hayden
Our Gift Planning department has a representative in your area who can provide further information or help you prepare the right questions to ask your financial advisor to determine what type of planned gift may be right for you.
Email stock@stjude.org, call (800) 395-4341, or fill out the form below, and a St. Jude representative will contact you.
Are you a financial advisor, estate planner or attorney? Call (800) 837-2757, email advisor@stjude.org or fill out this Advisors form instead.