How To Make a Gift of
Stocks or Bonds

If you would like to transfer your appreciated assets you can:

Use our online tool

to walk you through the process in less than 5 minutes.

Access our transfer information

and work directly with your broker to transfer your stocks.

Need More Information?

If you have any questions about making a gift of stocks or bonds, we are happy to assist you.

Benefits

Avoid paying capital gains tax on the sale of appreciated stock

Receive a charitable income tax deduction

Further the FINCA mission today

If you have made a gift of stocks or bonds to FINCA, we would like to thank and recognize you for your gift. Please contact Colleen Zakrewsky at 202-971-4627 or [email protected].

There are special rules for valuing a charitable gift of stock. The value is determined by taking the mean of the high and low stock price on the date of transfer. Mutual fund shares are valued using the closing price for the fund on the date of transfer.

Need More Information?

Send your questions to Colleen Zakrewsky who has a wealth of experience advising donors on the best options for making planned gifts to FINCA. You may also enter your contact information below and our planned gift experts will be in touch to discuss planned opportunities with you.

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