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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to In Touch Foundation.

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further God's work at In Touch!

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to In Touch Foundation.

By certified mail - Please contact us to let us know if you want to donate securities in certificate form. If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. Please check with your CPA or tax advisor to determine the tax-deduction value of your stock gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.