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.
Potential Charitable Deduction
Eligible securities gifts may qualify for a charitable deduction. Your tax advisor can explain the rules that apply to your holding period and situation.
Give Appreciated Assets Directly
A direct charitable transfer may offer advantages compared with selling first and donating cash. Confirm the treatment with your advisor.
Verified Transfer Instructions
Request the current receiving details from our team, then work with your broker to complete the transfer.
Request current stock transfer instructions
Tell us the security and approximate number of shares you are considering. We will provide the verified receiving instructions your broker needs.
How It Works
- 1
Submit Your Intent
Share your contact information, ticker, approximate shares, and brokerage.
- 2
Receive Verified Details
Our team sends the current DTC and receiving-account instructions securely.
- 3
Ask Your Broker to Transfer
Your broker controls the transfer timing and may require its own authorization.
Get Tax Receipt
We acknowledge the completed gift after the shares are received and identified.
Protect your financial information
- Do not send brokerage account numbers through this website.
- Do not upload signatures, statements, or tax documents.
- Confirm transfer details with our team before instructing your broker.
- Ask your tax advisor how a securities gift applies to your situation.
Need Assistance?
Our philanthropy team is here to help you through the process.
Contact the giving teamRequest transfer instructions
Tell us the ticker or security, approximate number of shares, and the brokerage holding the asset. Do not include account numbers.
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?+
Timing depends on the brokerage, the security, and whether the receiving details are complete. Start early if you are working toward a tax-year deadline and confirm the applicable completion rules with your advisors.
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?+
Contact our giving team with the security and approximate value. We can help determine whether a securities transfer or another giving method is the most practical next step.
Prefer other giving methods?
Explore our full range of tax-advantaged giving options including DAFs, IRA distributions, and planned giving.