Donate Stock & Securities
Maximize your charitable impact while potentially reducing your tax burden. Donating appreciated stock can be one of the most tax-efficient ways to give.
Full Fair Market Value Deduction
Deduct the full fair market value of your stock on the date of transfer, not just your cost basis.
Avoid Capital Gains Tax
When you donate appreciated stock held for more than one year, you avoid paying capital gains taxes on the appreciation.
Simple Transfer Process
Our team guides you through the DTC transfer process. Most transfers complete within 3-5 business days.
Start Your Stock Transfer
Complete the form to initiate your stock donation. Our team will guide you through every step of the process.
How It Works
- 1
Submit Your Intent
Complete the form with your stock and broker details.
- 2
Initiate Transfer
Contact your broker with our DTC transfer details to start the transfer.
- 3
Receive Confirmation
We notify you when shares are received (typically 3-5 business days).
Get Tax Receipt
Receive your tax receipt with the fair market value at donation time.
Tax Example
If you purchased stock for $5,000 that is now worth $15,000:
*For stock held more than one year. Consult your tax advisor for specific advice.
Need Assistance?
Our philanthropy team is here to help you through the process.
Stock Details
Enter information about the stock you wish to donate.
Tax Benefits of Stock Donations
By donating appreciated stock held for more than one year, you may deduct the full fair market value and avoid capital gains taxes on the appreciation.
The Chahal Foundation is a 501(c)(3) nonprofit organization.
Your stock donation is tax-deductible to the extent allowed by law.
Frequently Asked Questions
What types of securities can I donate?+
We accept publicly traded stocks, bonds, mutual funds, and ETFs. For donations of private stock, cryptocurrency, or other alternative assets, please contact our team to discuss options.
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. This value will be documented on your tax receipt.
How long does the transfer process take?+
Most DTC transfers complete within 3-5 business days once your broker initiates the transfer. We recommend starting the process at least 2 weeks before year-end if you want the donation to count for the current tax year.
What happens to the stock after I donate it?+
The Foundation typically liquidates donated securities shortly after receipt to support our programs. This ensures your generous gift is put to work quickly to create impact in our focus areas.
Is there a minimum donation amount?+
While we gratefully accept stock donations of any size, we generally recommend a minimum value of $1,000 to ensure the administrative costs are proportionate to the gift. For smaller amounts, an online cash donation may be more efficient.
Prefer other giving methods?
Explore our full range of tax-advantaged giving options including DAFs, IRA distributions, and planned giving.