Why Make a Gift of Stock
Giving a gift of appreciated stock is a powerful way to support our mission while potentially receiving significant tax benefits. A gift of stock can allow you to:
- Avoid paying capital gains tax on appreciated assets
- Receive a charitable income tax deduction for the full fair market value of the stock on the date of the gift
- Make a meaningful impact using assets you may not need immediately
Many donors find stock gifts to be one of the most tax-efficient ways to give. You may donate:
- Publicly traded stocks
- Bonds
- Mutual funds
- Stock gifts are irrevocable once transferred.
- For IRS purposes, we cannot assign a dollar value to your gift in our acknowledgment.
- Timing matters — market fluctuations and transfer processing can affect gift dates.
How to Make a Gift of Stock
Consult Your Advisor
We recommend speaking with your financial or tax advisor to determine whether a stock gift is right for you.
Notify Us of Your Intent
Fill out the form to let us know you are planning a stock gift so we can ensure proper acknowledgment and smooth processing.
Initiate the Transfer
Contact your broker and provide them with our stock transfer instructions. (We’re happy to share these directly or coordinate with your advisor.)
Confirmation & Acknowledgment
Once the stock is received, we will send you a written acknowledgment for your records. The value of your gift will be based on the average market value on the date the stock is received.