Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Helen Keller International that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
If you wish to donate appreciated stock or mutual funds, an easy and advantageous way to give, please call (646) 472-0337 or email firstname.lastname@example.org.
We will ask you for the following information:
- Name of securities
- Number of shares you are transferring
- Brokerage house / accounting firm and contact name
- Your address, phone number and email address
Please notify Helen Keller International when you’ve made your gift, and ask your broker or bank to include your name in the transaction. Without your name we cannot quickly acknowledge and receipt your generous support of our work.