Why Give Stock and Mutual Funds to PBS KVIE

Your gift of stock or mutual funds can yield high returns for arts, ideas, and adventures on PBS KVIE.

Donating securities can also provide tax savings. Your donation triggers an immediate tax deduction at the security’s current fair market value. To avoid capital gains tax, you must contribute a stock you have held for more than 12 months and it must have appreciated in value. The stock must be transferred to PBS KVIE. We then sell the stock from our account.

It’s especially smart to donate stocks which have grown in value over the years. You may find these tax benefits enable you to make a larger gift than you could have made with cash.

Stocks and mutual funds can be used to fund charitable gift annuities and charitable remainder trusts.

How To Give Stock or Mutual Funds to PBS KVIE

To make a gift of stock or mutual funds, please give your broker the following instructions for electronic delivery to KVIE.

Deliver to DTC- 0015
Account number: 102-109807
Account name: KVIE INC.

KVIE’s broker:
Morgan Stanley
400 Capitol Mall, Suite 1900
Sacramento, CA 95814

Please contact Colleen Schulman at 916-641-3595 or cschulman@kvie.org with the transfer details so that we can properly credit your gift and provide you with an acknowledgment letter for tax purposes.

Contact Leadership Giving

Colleen Schulman
Chief Philanthropy Officer
916-641-3595
cschulman@kvie.org 

Janet Coshow
Leadership Giving Officer
916-641-3512
jcoshow@kvie.org

Request Gift Planning Information

The information provided on this website does not, and is not intended to, constitute tax or legal advice applicable to your specific situation.
Please be sure to consult a qualified professional advisor regarding your planning.