Donating Stocks, Mutual Funds, or ETFs

What Is It?

Instead of selling appreciated investments and donating the cash, many donors choose to transfer the securities directly to a charity.

Potential Benefits

Depending on your circumstances, you may be able to:

Avoid capital gains taxes
Receive a charitable tax deduction
Increase the impact of your gift

Example:

A stock purchased for $1,000 that is now worth $10,000 may generate capital gains taxes if sold. By donating the stock directly, the charity receives the full value while potentially reducing tax consequences for the donor.

Always consult your tax advisor regarding your specific situation.

Learn More

IRS Information on Donated Property

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