Gifts of Stock

Appreciated Assets - Stock, Bonds or Securities

Donating appreciated assets to a charity, such as the CDC Foundation, avoids federal capital gains taxes and provides a federal income tax deduction for the current market value of the gift. Similar state tax benefits are also offered in most of the United States.

You can often make a bigger impact by donating long-term appreciated securities—including stock, bonds and mutual funds—directed to the charity, compared with donating cash or selling your appreciated securities and contributing the after-tax proceeds. By making a gift of appreciated securities, you may be able to increase your gift and your tax deduction automatically.

When you donate stock to charity, you will generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase.  If you prefer to donate bonds or mutual funds, the same benefits apply.

How charitable stock gifts work:

1. Complete a quick and easy online form. It usually only takes about 10 minutes.
2. Decide how you would like to complete the gift. Either electronically or by paper and the United States Postal Service mail. Some brokerages have the option to sign and submit the documents electronically, while others request that you print and follow the instructions to handwrite your account information and sign and return the forms.
3. Submit your gift. Submit electronically for certain brokerages, or mail the documents to your brokerage for processing.

Donating stock doesn't have to be complicated. The CDC Foundation has made it easy to make a gift of securities; you can start your stock gift quickly and hassle-free by beginning your forms online.

Read More About Donating Stock Begin Your Stock Gift Online