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Gifts of Stocks and Bonds

Did you know that making a charitable gift of appreciated stocks, bonds, or mutual funds can save you taxes? Giving these investment assets is easier than you may think and it is one of the most tax-effective ways for you to make a gift to support the ministries that matter most to you.

Gift of Stock and Bonds
Stocks/Bonds
The Alliance
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • The gift can be used to fund other planned giving tools, such as donor advised funds or charitable gift annuities

How to make a gift of stocks and bonds

By electronic transfer - Please download this instruction PDF detailing the steps to complete a gift of stocks and bonds. Then, download this form to make the gift.

More on gifts of stocks and bonds

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

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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