Give Stock or Mutual Funds
Put Stock in Something that Matters
Did you know that when you donate appreciated securities like stock and mutual funds, you may avoid the tax on the gain while deducting 100% of the value of the contribution? That makes gifting of publicly-held securities one of the most tax-advantaged ways to give.- it’s a win-win for you and us!
In order to realize the tax benefits of making gifts of appreciated securities, your brokerage firm will need to transfer the securities directly to the Colorado Children’s Campaign. To ensure a smooth transfer, please connect with Shawna Mounsey, Chief Development Officer, at Shawna@ColoradoKids.org to get all the details.
The IRS delivery date for gifts of securities is the date ownership of security is transferred to the organization. Especially at year-end, it is important for the donor to know that the arrival of the transfer is the event which determines date of delivery, not the day the donor contacts the broker with instructions to transfer the stock.
Please note that this information is provided for educational purposes only and is not intended to serve as legal, tax, or investment advice. Please consult with a professional tax advisor.