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 are eligible for a tax income deduction for the full, fair market value for gifts of securities.
  • You pay no capital gains tax on outright gifts of securities that have increased in value and that you’ve owned for more than 1 year.
  • You help improve outcomes for patients and families at Boston Children’s Hospital.

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 Boston Children’s Hospital
Account #Y9-65810-63
Attn: Genevieve Michel
Telephone: 617-247-6115
Email: Genevieve.michel@ubs.com

If you decide to use this method, please contact Karen Melo at 857-218-3147.

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:

Genevieve Michel
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.

Test Page

This is the test page h2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse nec blandit ante. Donec in tincidunt orci. Sed eleifend ullamcorper consequat. Aenean aliquam quis justo laoreet condimentum. Fusce ultricies aliquam dolor vulputate mollis. Ut non consectetur neque. Cras porttitor faucibus odio. Phasellus sed ullamcorper nunc, nec feugiat ex.

In hac habitasse platea dictumst. In sit amet sollicitudin dolor. Duis in eros dictum, molestie neque quis, accumsan nibh. Morbi eget diam sit amet lacus tempor hendrerit sed ac libero. Nulla id scelerisque urna. Fusce ut sollicitudin orci. Sed euismod massa quis massa accumsan, ut accumsan nibh elementum. Integer eget sem sapien. Quisque dignissim justo ac nibh pulvinar posuere nec eget lectus. Ut ornare volutpat fermentum. In consequat pretium facilisis.

Sed at dictum diam. Aenean eget ex volutpat, consectetur dolor nec, cursus quam. Mauris cursus mollis ligula, nec consectetur diam sodales id. Morbi congue orci non orci aliquam, non sodales dolor tincidunt. Donec nisl risus, pretium in ultrices ut, ultricies at erat. Nullam accumsan neque vel eros tristique consequat. Pellentesque et diam faucibus, blandit nisl quis, ultrices erat. Cras fermentum elementum nunc in luctus. Vestibulum id orci non libero venenatis aliquam nec eu nulla. Vestibulum eget nibh quis metus hendrerit consectetur. Nunc non sodales felis, et blandit felis. Duis massa lorem, porttitor sed erat non, laoreet facilisis nisl. Curabitur mattis turpis lorem, at rutrum metus commodo at.

In eget mattis massa. Integer nec erat tortor. Aenean aliquet leo ut magna mattis, quis pretium quam tincidunt. Morbi molestie fringilla lobortis. Morbi vel sem nulla. Aliquam vel metus consectetur, consectetur sapien eget, convallis sem. Nunc urna sapien, pretium a tortor id, viverra hendrerit lectus. Aenean rutrum tortor sapien, in lobortis ipsum scelerisque vitae. Suspendisse eget eros eget lacus auctor auctor at a neque. Morbi imperdiet auctor eros. Integer viverra pulvinar ante ac cursus.

Fusce fermentum lorem mollis accumsan vehicula. Duis diam elit, rhoncus ut lacus eu, rhoncus mattis massa. Aliquam fermentum nisl ac tempor malesuada. Donec dignissim aliquet nulla non efficitur. Curabitur egestas arcu id velit porta dictum. Duis quis justo et quam rhoncus gravida sed vitae nisl. Vivamus placerat venenatis hendrerit. Sed pharetra mattis metus, a dapibus ex aliquam a. Fusce finibus, enim efficitur consequat sollicitudin, sem dui luctus ex, ut tempor tortor est sit amet est. Cras vitae magna vulputate, tincidunt libero sed, pulvinar quam. Sed scelerisque ullamcorper orci sed finibus. Duis aliquet est ut rutrum bibendum.