Thanks to our partner, Bernstein Private Wealth Management, individuals can now easily make donations of appreciated stock to Padres Pedal the Cause.

Beyond the humanitarian benefit, the principal financial advantage of charitable donations is the allowable tax deduction the donor receives. Gifts of appreciated stock, however, offer a greater tax benefit than gifts of cash. They reduce or eliminate the tax on capital gains as well as decrease ordinary income taxes.

The tax benefits of donating gifts of long-term appreciated stock, include:

  • Receive a charitable deduction for the full market value of your gift
  • Avoid capital gain taxes on appreciated shares
  • Example: In 2014, Donor X bought a Facebook share at $50. At the time of donation, the market value of the share was $150. Donor X receives a $150 tax deduction and avoids the $100 capital gain that would have been recognized if the share was sold, instead of donated.

Other factors to considering when donating long-term appreciated stock:

  • Check with your employer to see if they offer a matching program for charitable contributions
  • Work with your investment advisor to identify the lowest tax basis holdings in your portfolio to maximize your tax savings
  • Read more about the tax benefits in Bernstein's blog "Cash Isn't Always King"
Want to make a stock donation?

Step 1. Please complete the form below.

* indicates a required field

Donation Information

*Donor Country
*Donor First Name
*Donor Last Name
*Donor Street Address
*Donor City
*Donor State
*Donor Postal Code
*Donor Phone Number
*Donor Email Address (if you are registered, please use the same email from the registration process)

This form notifies Padres Pedal the Cause of your donation pledge, which will be reflected in the participant's profile as a stock pledge. A valuation of this pledge will not be determined until the proceeds are received from Bernstein Private Wealth Management, at which time the participant's profile will be updated with the dollar amount related to this transaction.

*Your Brokerage Firm
*Name of Stock
*Number of Shares
*Please select the type of donation you would like to make below. Note, if making a self-donation, please click Participant and select your own name.

Step 2. Please provide the information below to your brokerage firm.

All transactions will be initiated through each donor's respective brokerage firm and require the following information to execute the transaction:

  • Broker Name: Sanford C. Bernstein & Co., LLC
  • DTC Number: 0013
  • Account Number: 03606400
  • Name of Stock and Number of Shares

Please contact with any questions related to appreciated stock donations.

Bernstein Private Wealth Management is proud to support Padres Pedal the Cause.
Bernstein Private Wealth Management does not provide tax advice. Please consult your tax advisor for details on charitable gifting strategies.

Clicking the button will finalize your transaction.