Stocks, securities, & mutual funds

Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.

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

How it works

  1. Use this tool to transfer appreciated securities directly to us (and avoid all capital gains taxes).
  2. Receive a tax receipt for the value of the assets.
  3. The securities are sold and the funds put directly to use for greatest impact.