Gifts of Stocks
Transfer appreciated assets
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.
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.
Questions? Please contact Tiffany Whetstone, Director of Major Gifts, at [email protected].