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Gifts of Stock

Get an extra tax break from appreciated stock. Giving appreciated stock or mutual funds to charity gives you an extra tax benefit: You can deduct the current value of the investment as a charitable contribution if you itemize, and you’ll avoid paying capital-gains taxes on the profits. (You’d owe capital-gains taxes if you sold the stock first and then wrote a check.) 

If it’s a losing stock, it’s better to sell it first and give the cash. You’ll still be able to deduct your charitable donation if you itemize, but you’ll also be able to take a capital loss when you sell the investment.

Click the button below to download a form with the information needed to make your gift:

Please contact us with any questions at [email protected].