Helping Seniors Since 1987
Donate Stock
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A Smart and Tax-Efficient Way to Give
A gift of appreciated stock held for more than one year is a powerful way to support Heart of the Valley. Many donors find that giving appreciated securities may allow them to:
- Avoid capital gains taxes on the appreciation of the donated shares
- Receive a charitable income tax deduction for the full fair market value of the stock.
How to Donate Stock
Please contact us for the broker information you will need to transfer your stock.
Please Notify Us of Your Gift
Because stock transfers do not always include donor identification, please notify us when you initiate a transfer so we can provide the written acknowledgment needed for your tax records and record your gift accurately.
The federal and state tax treatment of a stock gift depends on your individual circumstances. We do not give tax or legal advice, and we encourage you to consult your tax advisor or CPA before making a transfer.