Donate Stocks

Gifting stock is a simple and powerful way to support the lifesaving work that SIGN Surgeons are doing every day. It also offers you a number of financial benefits:

  • You can easily donate appreciated stocks, bonds, or mutual funds

  • The total value of the stock upon transfer is tax-deductible

  • There is no obligation to pay any capital gains taxes on the appreciation

Note: Individual situations vary so donors should consult their advisors


Please Note: Donating stocks is a 2-step process

STEP 1: COMPLETE YOUR TRANSFER

Contact the institution where your stocks are held and let them know you’d like to transfer the shares to the SIGN Fracture Care account at Charles Schwab.

You may need to use these three forms, which are pre-filled with SIGN’s account and broker information.

STEP 2: NOTIFY US ABOUT YOUR GIFT

Stock donations transferred to our account aren't accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock and send you a tax receipt, so please be in touch. There are two easy options to report your stock gift details. You can either:

  • Submit this gift information online using our Online Stock Gift Notification form below

  • Call SIGN at 509.371.1107 and ask to speak with Angela.

As soon as your stock donation gift is identified, we will send you an acknowledgement letter.

If you have any questions during the process, please call SIGN or email finance@signfracturecare.org.