About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Use this tool to transfer appreciated securities directly to us.
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds are used as you intend, creating lasting impact.
Don’t wait to make an impact, donate stock today
This easy-to-use, secure online tool makes donating stock simple for our supporters.
Contact Us
Our team is available to discuss your philanthropic goals and explore giving options that align with your values, family, and financial priorities.
Already included us in your estate plan? Let us know.
More ways to make an impact
Gifts in a will or trust
These are the most common type of planned gift. Learn more or get started with a free online will or trust tool.
Beneficiary designations
Retirement assets like IRAs and 401(k)s can be among the most tax-efficient assets to leave to charity, helping maximize your impact while preserving other assets for loved ones.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.