Securities & Mutual Funds

Giving securities or mutual funds to Boston Children's Hospital helps our institution and can have significant financial advantages for you.

A gift of securities

Donating securities is one of the most tax-efficient ways to support Boston Children's. You may either:

  • transfer the securities from a brokerage account to the hospital's account, or
  • send the securities to us with a cover note and (under separate cover) a signed stock or bond power form.

What are the benefits of donating securities?

  • You may able to take a tax deduction for the full, fair market value for securities that have increased in value. (Please contact us for specific details.)
  • You pay no capital gains tax on any appreciated assets you contribute.
  • You have the satisfaction of making a significant gift to Boston Children's.

Transfer securities from a brokerage account

If your securities are in a brokerage account, ask your broker to transfer them to the hospital's account at UBS Financial Services. The broker will need the following information:

UBS Financial Services, DTC #0221
Credit Children's Medical Center
Account #Y9-65810-63
Attn: Wayne Davis or Michele Mold
Phone: 617-247-6371 or 877-722-0060

If you decide to use this method, please contact Ethridge King at 617-355-8868 (phone) or 617-355-6530 (fax).

Send stock or bond certificates

If your stocks or bonds are in certificate form, please send them (with a note about gifting) — unendorsed — to the attention of:

Michele Mold
UBS Financial Services
100 Federal Street, 27th Floor
Boston, MA 02110

In a separate mailing, please also send a signed stock or bond power to Ms. Mold's attention. For your convenience, you may download this combined Irrevocable Stock or Bond Power form (PDF).

A gift of mutual funds

Mutual funds let you make a gift that can be invested, allowed to grow tax-free over time and then distributed to Boston Children's on a timetable of your choosing.

What are the benefits of donating mutual funds?

  • You receive an immediate tax deduction of up to 50% of adjusted gross income for cash contributions and up to 30% for gifts of securities.
  • You may be able to avoid capital gains tax (when donating long-term appreciated securities).
  • You have the satisfaction of making a gift that benefits you now and Boston Children's later.

Please contact us if you have any questions about donating securities or mutual funds to Boston Children's.

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