Gifts of Stock – Donating appreciated securities – including stocks, bonds, and mutual funds – is an easy and tax-effective way for you to make a gift to FINCA.
• Avoid paying capital gains tax on the sale of appreciated stock
How to Make a Gift of Stocks and 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; or
- 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.
Already Made a Gift?
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.