Stocks & Bonds

Stocks & Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Pacific Battleship Center.

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

How to make a gift of stocks and bonds

• Electronic Transfer – Please contact us for instructions on how to you can transfer stock or bonds from your investment account to the Pacific Battleship Center.
• Certified Mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Additional Information

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

• Contact and beneficiary information.
• IRA Qualified Charitiable Distribution Information
• Retirement Assets / Charitiable Beneficiary Designation

We're Here to Help!

• Have questions about the John Paul Jones Legacy Society.
• Interested in connecting with an advisor for further information.

Name Us As Your Beneficiary

Pacific Battleship Center
250 S. Harbor Blvd.
San Pedro, CA  90731
Phone:  877-446-9261
Email:  development@labattleship.com
Contact:  Jonathan Williams, President & CEO
501c3 Non-Profit Tax ID:  26-3934742

Inform us of your intent to particpate to receive benefits today including your exclusive John Paul Jones Legacy Society wall certificate, wallet card, challenge coin, and special invites to Legacy Society events.