Stocks & Securities

Gifts of stock or securities offer significant tax advantages and are easy to make.

American Bone Health asks that gifts of securities to be made by electronic transfer, rather than mailing actual securities certificates.

If you are giving a security, please verify with your broker that the security is eligible for electronic delivery over the Depository Trust Company (DTC) system. This works for most securities, but some securities have specific transfer instructions.

Our policy is to liquidate all donations of stocks or securities as soon as they are received. The date of your gift is the date that the electronic transfer is received into the American Bone Health account. The tax-deductible value of your gift is the average share price on the date of your gift, multiplied by the number of shares given.

Once you’ve made a transfer, please contact us at 888-266-3015 to inform us of the donation and to ensure that you receive a prompt receipt of your gift for your tax records.

 

Instructions