Stock Donation Guide

Make a Gift of Securities

If you have non-cash property, such as stocks and mutual funds, that has grown in value (appreciated) and been held long-term (more than one year), you can generally enjoy greater tax savings from donating such property than from donating an equivalent amount of cash. That’s because a gift of appreciated property lets you avoid capital gains tax that could be due if you sold the asset. You also are entitled to a charitable deduction based on the property’s current value, including the “paper profits” you have earned.

Click here to to download the stock transfer form.