Historic photos of the Whaley House and Whaley family members
save our heritage organisation

Whaley House

Gifts of Securities

Securities such as publicly traded stocks and mutual funds can be donated to SOHO. Gifts of appreciated securities generally offer a two-part benefit to the donor. First, you can receive an income tax deduction for the full market value of the stock at the time of the donation. Second, you can avoid paying any capital gain tax on the appreciation in value of the securities. Gifts of securities with a long term capital gain are deductible up to 30% of your adjusted gross income.

For any securities in which the donor has a loss, the donor may be better off selling the securities, then donating the sale proceeds to SOHO. This will allow the donor to take a loss deduction to offset gains on sales of other securities, and the donor will still receive a charitable deduction for the donated cash.

ONLINE Donation Form
MAIL IN Donation Form


2476 San Diego Avenue, San Diego 92110
(619) 297-7511


Online - Use our secure form
Phone - Call (619) 297-9327
Mail - Print form & mail

Contribute to any one of these important funds and personalize your donation to meet the areas you care most about!

Direct Donations

Planned Giving

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2476 San Diego Avenue · San Diego CA 92110 · Phone (619) 297-7511
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