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:
- Complete a quick and easy online form. It usually only takes about 10 minutes.
- 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.
- 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.
Access the transfer information for the CDC Foundation to share with my broker to make my gift
To request The CDC Foundation's financial information for gifting stock, please fill out your contact information and the details of your intended gift. Note that the gift details you provide here are nonbinding and are only used only by the CDC Foundation to help verify gifts received and provide you with a proper tax acknowledgment letter.
Financial advisor request stock brokerage details on behalf of my client
To request our financial information for gifting stock, please fill out your contact information and the details of the intended gift in the form below. Note that the gift details you provide here are nonbinding and are used only to help verify gifts received and provide your client with a proper tax acknowledgment letter. If you have not yet decided what stocks will be donated, you can put in a placeholder to save the information.
If you have additional questions, please contact:
Helene Erenberg
Director of Major Gifts and Individual Support
600 Peachtree Street NE, Suite 1000
Atlanta, GA 30308
Phone: 404.443.1139
Fax: 404.653.0330
Email
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Charitable giving vehicles described herein are offered only in areas where permitted by law. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.