A gift of stock or mutual funds before December 31st is a great way to maximize tax savings and meet your charitable giving goals this year. It also offers you a number of financial benefits:
- You can easily donate appreciated stocks, bonds, or mutual funds
- The total value of the stock upon transfer is tax-deductible
- There is no obligation to pay any capital gains taxes on the appreciation
Contact the institution where your stocks are held to schedule the donation. Please note; stock donations transferred to our account aren’t accompanied by donor information. We want to be sure we can acknowledge your gift and send you a tax receipt, so please be in touch. Please email us at [email protected] to let us know your gift details, which include the name of the stock, the number of shares, and the date of transfer.