Welcome to CHOC Children's Foundation Planned Giving Do you own appreciated stock?-- By transferring your stock to a unitrust the stock can be sold tax-free, providing you with income for life. Avoid capital gains by gifting your stock to Children's Hospital of Orange County. With a charitable stock income plan, you can: -Sell your stock tax-free and bypass capital gains -Increase your income for retirement -Receive a tax deduction for a gift to charity.
How to Give Stock to CHOC Foundation Electronic Transfer
Notify your broker that you
would like to make a gift of stock to CHOC Foundation and have your broker contact CHOC's broker: Morgan Stanley David Stauffer or Laynie Johnson (714)-648-3453 Account Number 242-027877-019 DTC: 0015
There are a variety of ways to plan for your family and loved ones with a will or living trust. This presentation explains how you can protect your family from accidental disinheritance. If you have further questions about creating a will or living trust, please call us.
My Child Has: 
Children's Hospital of Orange County | 
University of California, Irvine