Stock and ACH Transfer 

If you own stock or a mutual fund that has appreciated in price since you purchased it, consider using that asset for your charitable giving.

You get an income tax deduction for the full market value of donated securities that you have owned more than one year and you will avoid the capital gains tax on the appreciated value. 

How Transfer Securities to Sunrise

To transfer securities to Sunrise, please provide your broker with the following instructions, which will enable them to electronically transfer your stock to Sunrise Association:

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