Want to donate stock to support K-12 classrooms nationwide? We can help!
We make it easy to donate stocks, securities, & mutual funds by completing a simple online form.
Donating appreciated securities like stock, bonds, or mutual funds is a great way to maximize your impact. Rather than selling your appreciated securities and donating the after-tax proceeds, a direct gift may increase your donation total and tax deductions.
Fidelity Charitable says if you donate appreciated stock directly, your contribution to the charity and your tax deduction may increase by 20%.
This strategy works best for investments that you have had for over a year and have not lost value. You will avoid paying a capital gains tax on the stock’s appreciation. If you have a financial advisor, they may be able to help you determine what options are best for you.
If your schedule looks like ours, it’s jampacked. But don’t wait! Donating appreciated securities isn’t an instant process. If you’re looking to make a gift before the year ends, be sure to start sooner rather than later so you can complete the process before December 31st.
We’re here to help. If you have questions about giving stock or other ways you can make an impact, please contact Angie Harris at [email protected].