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.

401 Park Drive, Suite 602 | Boston, MA 02215 | 617-355-6890

Boston Children's Hospital Main Site

Children's Hospital Corporation is a 501(c)(3) organization.
Your donation is tax-deductible to the fullest extent
allowable under the law.

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