• Charitable Remainder Trusts

    You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
    more

  • Donor Advised Funds

    You fund a DAF and make charitable gift recommendations during your lifetime, and your children can carry on your legacy of giving.
    more

  • Your Legacy

    You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
    more

  • Your Gift Matters

    When you give to Fuller Seminary, you invest in the future of men and women who advance God's work in your local community and across the globe.
    more

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Fuller.

Gift of Stock and Bonds
Stocks/Bonds
Fuller
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

Gift Example
The chart below demonstrates the estimated tax savings of donating appreciated securities versus cash. This example assumes you wish to donate shares of stock worth $10,000 that you purchased for $2,000 several years ago.

Donate
Cash

Sell Securities and
Donate Cash

Donate Appreciated
Securities

Charitable Deduction

$10,000

$10,000

$10,000

Ordinary Income Tax Savings
(assumes 35% rate)

$3,500

$3,500

$3,500

Capital Gains Tax Paid
(assumes 23.8% on $8,000 gain)

N/A

$1,904 paid

$1,904 saved

Net Tax Savings

$3,500

$1,596

$5,404


How to make a gift of stocks and bonds to Fuller Seminary

By electronic transfer - Please email giving@thefullerfoundation.org or call 626.792.3232, x3 for instructions on how you can gift shares from your brokerage or investment account to Fuller Seminary.

By certified mail - If you hold securities in certificate form, please mail two envelopes separately to the address below.

The Fuller Foundation
PO Box 1069
Pasadena, CA 91102

In the first envelope, include the unsigned stock certificate(s), along with the purpose of your gift. In the second envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. We recommend sending certificates and stock powers by certified mail with return receipt or by express/priority mail.

How to make a gift of stocks and bonds to your
Fuller donor-advised fund or charitable trust

By electronic transfer - Please email clientservices@thefullerfoundation.org or call 626.792.3232, x1 for instructions on how you can gift shares from your brokerage or investment account to your Fuller Donor-Advised Fund or charitable trust.

By certified mail - If you hold securities in certificate form, please mail two envelopes separately to the address below.

The Fuller Foundation
PO Box 1069
Pasadena, CA 91102

In the first envelope, include the unsigned stock certificate(s), along with the purpose of your gift. In the second envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. We recommend sending certificates and stock powers by certified mail with return receipt or by express/priority mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by the average of the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

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To learn how you can make a legacy gift to Fuller, please contact Fuller’s Gift Planning team at 626.792.3232 or giftplanning@thefullerfoundation.org.