Donate Stock & Securities
Explore a direct gift of publicly traded securities and request current transfer instructions from the Foundation. Tax treatment depends on your circumstances and should be reviewed with your tax or financial advisor.
Potential Fair-Market-Value Deduction
Depending on the asset, holding period, and applicable law, a donor may be eligible for a charitable deduction based on fair market value.
Potential Capital-Gains Benefit
A direct gift of appreciated securities may avoid realizing capital gain that could arise from selling the asset first.
Coordinated Transfer Process
The Foundation and your brokerage can coordinate the transfer after current receiving instructions and gift-acceptance requirements are confirmed.
Plan a Stock Gift
Review the process, then contact the giving team for current brokerage instructions before initiating any transfer.
How It Works
- 1
Submit Your Intent
Tell the Foundation what security you are considering without sending sensitive account credentials.
- 2
Initiate Transfer
Use only the receiving instructions confirmed directly by the Foundation.
- 3
Receive Confirmation
Ask the Foundation to confirm when the receiving brokerage identifies the transferred shares.
Receive an Acknowledgment
The Foundation can acknowledge the security and date received. The donor is responsible for determining deductible value with an advisor.
Illustrative Example
If you purchased stock for $5,000 that is now worth $15,000:
*Illustration only. Deductibility, valuation, limits, and substantiation depend on applicable law and the donor's circumstances. Consult a qualified advisor.
Need Assistance?
Contact the Foundation to confirm current acceptance requirements and receiving instructions before initiating a transfer.
Contact the giving teamRequest current stock-transfer instructions.
Contact the giving team before initiating a securities gift. We will confirm the receiving brokerage information, accepted assets, attribution details, and acknowledgment process.
Do not send a full brokerage account number, signature image, password, tax identification number, or other sensitive financial information through the general contact form.
Use only transfer instructions provided directly by the Foundation for your proposed gift.
Frequently Asked Questions
What types of securities can I donate?+
The Foundation may be able to accept publicly traded securities after current brokerage and gift-acceptance requirements are confirmed. Contact the team before attempting a transfer of mutual funds, bonds, private interests, cryptocurrency, or any other noncash asset.
How is the fair market value determined?+
For publicly traded securities, the fair market value is typically the average of the high and low prices on the date the shares are received by the Foundation. The donor and the donor's advisor are responsible for valuation and substantiation. The Foundation's acknowledgment should not be treated as an appraisal.
How long does the transfer process take?+
Timing varies by brokerage, asset, account restrictions, and whether the Foundation can accept the gift. Begin well before any personal tax deadline and confirm the completed transfer with both institutions.
What happens to the stock after I donate it?+
Accepted securities are handled under the Foundation's current gift-acceptance, investment, and disposition policies. Ask the giving team about any requested designation before initiating the transfer.
Is there a minimum donation amount?+
Acceptance can depend on the security, transfer restrictions, administrative requirements, and current brokerage procedures. Contact the giving team before transferring shares of any value.
Prefer other giving methods?
Review donor-advised fund, IRA, planned-giving, and other noncash paths. Availability and tax treatment depend on the gift, recipient, applicable law, and donor circumstances.