Making a Tax-Wise Gift with Stock

Donating appreciated stocks or mutual funds is simple and provides you with immediate tax benefits. You receive a tax deduction based on the fair market value and eliminate paying capital gains tax. Switching from cash donations to appreciated stock unlocks the greatest impact, saving on taxes while increasing your cost if you use cash to re-purchase the equivalent shares donated.

When working with your broker to handle the transfer, please use our brokerage information below. We appreciate you or your broker letting us know the number and type of shares donated so we can thank you appropriately.