Securities & IRA Giving

Donating securities to the Parkinson’s Association of San Diego is a way to help fight this terrible disease while receiving potential tax benefits. It’s easy, safe and cost effective to transfer securities electronically into the Parkinson’s Association of San Diego’s account. Here are the simple steps:

1. Please notify Jerry Henberger, Chief Development Officer, in advance of stock transfers so that we can instruct our broker to accept delivery of your gift, and acknowledge it properly for income tax purposes. You may e-mail, fax or mail the attached stock gift form below to:

Parkinson’s Association of San Diego
Attn: Jerry Henberger
8555 Aero Drive, # 308
San Diego, CA 92123-1745
Phone: 858-273-6763 or toll-free at 877-737-7576
Fax: 858-273-6764
Email: jerry.henberger@parkinsonsassociation.org

Please inform your broker that you would like to make a “stock gift” to the Parkinson’s Association of San Diego, and provide your broker with the attached form or the following information:

Broker:
Account Name: Parkinson’s Association of San Diego
Account Number:
DTC Number:

Click here to download Stock Gift Form

If you have any questions, please call Jerry Henberger at 858-273-6763 (local) or toll-free at 877-737-7576.