How to Gift Stock

Donating appreciated stock is one of the easiest ways to give more to causes you care about.

Maybe your stocks have appreciated greatly since you purchased them. Maybe a surge in value of one of your holdings has thrown your portfolio off balance. Maybe you just want to refocus on other investment categories. If you also give to charity, these scenarios should encourage you to review your investment portfolio with a donation strategy in mind.

Why? Because donating stock directly to charity is one of the most tax-smart ways to give. Yet, it is often not well understood or widely used. Donating appreciated stock that you've held for over a year can allow you to save up to 20% in capital gains taxes and up to 37% in federal income taxes on the charitable donation value of your gift based on your tax bracket when itemizing deductions.

To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your tax professional for information about your personal tax implications.

If you would like to learn more about gifting stock, please contact our Major Gifts Officer, Nancy DuVall.