Your gift of appreciated securities (publicly traded stocks, bonds, or mutual fund shares) is a great way to support Michigan Parkinson Foundation without impacting your disposable income.  

If you’ve held an asset for over one year and it has appreciated in value, you will incur a federal capital gains tax when you sell the asset. Capital gains tax can range from 20% to 37%. But, if you donate your appreciated asset to a qualified charity such as the Michigan Parkinson Foundation, you avoid capital gains tax, and every dollar transferred supports the Parkinson’s community. 

Making a gift of stock is easy: 

• Step 1: Contact your brokerage (Fidelity, Charles Schwab, E-trade, etc.) to initiate the transfer.  

• Step 2: You’ll need the below information to process the transfer: 

• • Michigan Parkinson Foundation 

• • XXXXXXXXXXX 

• Step 3: Your brokerage will send the funds directly to the Michigan Parkinson Foundation 

• Step 4: Notify MPF that a transfer is coming. Many brokerage firms do not list the donor’s name when transferring funds. Please fill out the form below to notify us when you initiate a transfer, so we can provide you with the necessary tax documentation.