Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange-traded funds because it can have a large impact on our mission while maximizing potential tax benefits by avoiding paying tax on capital gains.
To transfer your appreciated assets, you can either:
- Use our online tool to walk you through the process in less than 5 minutes; or
- Access our transfer information and work directly with your broker to transfer your stocks.
For all other questions about gifts of stock, please contact Tiffanie Luckett: [email protected]