Donating a Gift of Stock

A gift of appreciated stock is a meaningful way to support the mission of the Shivas Irons Society while potentially providing valuable tax benefits. By donating appreciated securities instead of cash, you may be able to avoid capital gains tax while receiving a charitable tax deduction for the full fair market value of eligible securities. Please consult your tax advisor regarding your specific situation.

A gift of stock may be a great option if:

1.  You own stocks that have increased in value. Donating appreciated securities directly can help you avoid paying capital gains tax that may otherwise be due if you sold them first.

2.  You want to maximize your charitable impact while preserving your cash. A gift of stock allows you to support the Shivas Irons Society’s mission without reducing your available cash, while potentially qualifying for a charitable tax deduction if you’ve held the securities for more than one year.

First, complete the information below to generate a customized letter to send to your broker to initiate the stock transfer.

After completing the information below, you will be emailed a customized letter that you can print and mail or forward via email to your broker to initiate the stock transfer on your behalf. This will also alert the organization of your incoming gift so that a tax receipt can be sent to you.