Gifts of Stock or Appreciated Securities
Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets.
Ready to Donate Stock?
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Enter your email below and click submit to receive an email with the brokerage information needed to make your stock gift.If you do not receive an email within 5 minutes, contact:
Tom Patras, Vice President of Ministry Partnerships
Email: tpatras@care-net.org
Phone: 703-554-8742
- Contact your broker and provide the emailed information to make the gift.
- Complete the Stock Transfer Intention Form to ensure the stock gift is properly attributed.
Need More Information on Donating Stock?
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer.
- You pay no capital gains tax on the transfer.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Care Net.
- Care Net sells your securities and uses the proceeds for our programs.
- Follow the steps under "Ready to Donate Stock?" above.