How to Make a Gift of Securities
A gift of securities—such as stocks, bonds, or mutual fund shares—can be a meaningful way to support the work of Ronald McDonald House Scranton. In many cases, donating appreciated securities may offer greater tax advantages than making a cash gift while helping sustain programs that serve families with children receiving medical care.
Donors who contribute securities that have been held long-term may generally be eligible to receive a charitable deduction for the full fair market value of the securities. In addition, donors may avoid capital gains taxes on the appreciation of those assets over their original purchase price, subject to applicable Internal Revenue Service rules and limitations.
Because each donor’s financial situation is unique, we strongly encourage you to consult with your tax advisor or financial professional for guidance specific to your circumstances.
Arranging Your Transfer
To ensure your gift is processed efficiently and properly acknowledged for tax purposes, please contact Ronald McDonald House Scranton prior to initiating the transfer.
For assistance with securities transfers, please contact:
Attorney Fred Rinaldi
Email: FPR@LawInPa.com
Phone: 570-969-8998
You may also instruct your broker to coordinate the transfer directly through Attorney Fred Rinaldi using the contact information above.
Important Notice
The information provided is intended for general informational purposes only and should not be considered legal, tax, or investment advice. All charitable giving decisions should be discussed with your legal, tax, or financial advisor.