How do I donate stock, bonds, or mutual funds?

Benefits of donating stock, bonds, or mutual funds

Giving a gift of publicly traded stock, bonds, mutual funds, or other assets that have increased in value and that you have owned for more than one year may provide greater tax benefits than making a donation of cash.

For U.S. donors, your charitable income tax deduction is equal to the fair market value of the stock, and you may avoid paying the capital gains tax on any increase in the current value over the original cost of the stock.

You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.

How to donate stock, bonds, or mutual funds

Please email for the DTC information that you would need to provide to your
financial advisor or brokerage firm to make a contribution to Savory Institute’s
account. Please also include with your email your name, phone number, and estimated gift amount so we can plan accordingly.

Was this article helpful?
0 out of 0 found this helpful