Contributing appreciated stock as a donation to our charitable fund might be the ideal choice for you.

Donating stock can offer more advantages compared to a cash donation. When you contribute stock, you not only support a charity or nonprofit organization, but you also eliminate the capital gains tax that would be applicable if you were to sell the stock. This results in concrete tax savings and benefits.

A stock donation may be the right fit for you if:

  1. You possess stocks that have experienced an increase in value. If your stocks have appreciated significantly, selling them could lead to a substantial tax liability. By gifting these securities, you can bypass the capital gains tax on any unrealized profit.
  2. You aim to maximize your deduction without impacting your liquidity. Opting for a stock donation allows you to retain your cash assets, while also securing a charitable tax deduction equivalent to the full fair market value of the stock you’ve owned for over a year.

 

Please note that our fund will liquidate the stock positions upon receiving them and will donate the net proceeds of the liquidated stock gift as cash to the charitable organization recommended by you, the donor.

 

After our charitable fund, the AnonDo Fund, receives this form and our broker confirms the donation of securities, our development staff will issue an official acknowledgment letter to the donor. This letter will indicate the number and type of shares received and date the stock was converted into a gift (day when record ownership of stock was transferred to the AnonDo Fund).

All contributions are tax-deductible to the fullest extent provided by law. The donor should be aware of possible tax implications. Please contact your tax advisor for complete tax deductibility rules.