Make a larger impact by gifting stock and donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to charity. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may potentially increase your gift and tax donation.

Donor-advised funds, which are 501(c)(3) public charities, provide an excellent gifting option for donations of publicly traded securities, as the funds typically have the resources and expertise for evaluating, receiving, processing, and liquidating the assets.

Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash).

Securities received by gift or inheritance can also be appreciated and therefore make excellent candidates for charitable giving. If you received securities as a gift from a living person, you take on their cost basis and holding period.

Through a strategic relationship with Fidelity Charitable®*, William Blair provides a way to gift appreciated securities in an effective manner. Your William Blair advisor can help you establish a donor-advised fund. You can then contribute securities directly to the donor-advised fund, rather than selling them first and contributing the proceeds.

Nov 14, 2023 · Gifting assets, rather than selling them and donating the after-tax assets, can maximize your gift and provide a larger charitable deduction. Consider gifting long-term appreciated private company C- or S-corp stock, private …

Jul 30, 2024 · Here’s a guide to how you can donate stocks and reap tax rewards for your generosity. Why Donate Stock to Charity? If you’ve got a hefty investment portfolio flush with gains from the past couple...

Donating securities can help you re-balance your portfolio. There are two easy ways to make your gift of securities. Make a gift of appreciated securities to CRS using our secure online platform. Contact your broker directly to initiate a gift of securities.

You can simplify the process by using a single contribution of long-term securities to create a giving plan and support multiple charities with a donor-advised fund (DAF), which is a program at a public charity. You make a tax-deductible charitable contribution to …

The two most common ways to give publicly-traded securities are to make an outright gift of your securities or to make a gift of your securities and receive payments for life. For more information on making an outright gift of appreciated securities see our detailed Stock Transfer Instructions.