Donor Resources
Make Your Giving Work for the Mission
Educational guidance for exploring charitable gifts of stock and appreciated securities.
Direct securities gifts may involve tax, brokerage, valuation, and transfer considerations. Use this page to prepare questions and information before speaking with your financial and tax advisers.
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Understand the General Difference
A sale followed by a cash gift and a direct securities gift can have different consequences. Actual treatment depends on applicable law and your individual circumstances.
| Consideration | Cash Gift | Direct Securities Gift |
|---|---|---|
| Sale and taxes | A sale may create taxable gains. | A direct transfer may avoid a donor-level sale in some circumstances. |
| Valuation | Based on the amount contributed. | May depend on fair-market value and applicable rules. |
| Professional advice | Recommended. | Especially important before transfer. |
Three Steps to Prepare
- Identify the asset: Note the security type and approximate value.
- Consult your advisers: Ask your financial adviser and tax professional about the transfer.
- Request verified instructions: Use a secure process before sending any asset information.
Start a Conversation
Share basic contact information and general details only. Do not send account numbers, passwords, or sensitive documents through an unsecured form.
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