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Stock & Mutual Fund Giving

Giving Smart with Stock or Mutual Funds

Benefits of donating appreciated securities:

  • You can avoid paying capital gains tax on the sale of appreciated stock
  • And claim the full market value as a tax deduction
  • We benefit from the entire sale amount (versus you selling your shares and donating the after-tax proceeds to our organization)
  • Further our mission today

How to make a gift of stock or mutual funds

We’ve made the process very simple and easy for you with an online form.

  1. Fill out the online form below, including the asset, number of shares, length of time held, broker and donor information.
  2. Once complete, you’ll receive an email with further instructions and a pre-filled Letter of Authorization for you to sign and send to your broker to initiate the transfer.      
  3. That’s it! You’ll receive a gift-in-kind receipt from iDonate Charitable Foundation once the transfer is complete. We’ve partnered with iDonate Charitable Foundation to process your donation, sell the shares and grant our organization the proceeds.
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