Giving a gift of long-term appreciated stock and/or mutual fund shares is an easy way to make a gift and comes with the benefit of income tax and capital gains savings. Here is the information you need to donate stock today.
After you have completed the stock transfer, please contact us and let us know the arrangements you have made. This is an important step because your broker may not include your name in the transfer and we won’t know who the stock gift is from. Letting us know allows us to track the transfer and acknowledge your gift promptly.