Donations of Stock

Donations of Stock

For those considering this method of giving, the donation of stock is an appreciated asset that is one of the most tax-efficient ways to make charitable donations. The Foundation can process securities from any U.S. investment firm. Making a gift of stock is easy and may offer a number of financial benefits. Prior to making this donation, the Foundation recommends that you speak to your financial advisor to see which of these benefits apply to you:

  • A federal income tax charitable deduction if you file an itemized return.
  • A deduction for the securities' full fair market value if they have been held 12 months or longer.
  • Elimination of capital gains tax.
  • If you hold securities that have declined in value, consider selling them and then donating the cash proceeds to the Foundation. In this way, you establish a tax loss and claim an income tax charitable deduction for the cash gift.

If you are considering this type of giving option, please contact us at (985) 873-4603 so that you may be provided with any additional information.