The Gift of Appreciated Securities
Stocks and publicly traded securities are easy to give and offer great tax advantages. You can transfer the stock to us electronically through your broker or mail to us the stock certificate and a signed stock power for each certificate. To protect against possible fraud, the certificates and the stock powers should be mailed separately.

The best stocks to use for charitable giving are those that have increased greatly in value, particularly those producing a low yield. Even if it is stock you wish to keep in your portfolio, by giving us the stock and using cash to buy new shares of the same stock through your broker, you will have received the same income tax deduction but will have a new, higher basis in the new shares.

Appreciated securities that have risen in value and that you've held for more than one year are best gifted by transferring them. If you do that, you will pay no capital gains tax on this transaction and you can deduct the full fair market value. Fair market value is calculated using the average of the high and low share price on the gift date.
 

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The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.

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