What is a Stock Donation?

A stock donation is a seamless transfer of stock holdings from your portfolio to an organization of your choosing at no cost to you! Why give stock as opposed to a cash donation? The answer: no capital gains tax! If you are holding stock that has appreciated for more than a year, it is likely that you are to realize a taxable profit on the sale of your assets. By choosing to donate stock directly to a non-profit organization, there are no capital gains taxes to be paid. You are also eligible to deduct the full fair-market value of the donated asset from your income taxes. To contact us about the transfer of stock gifts, click the button below!