Gifts of Stocks and Bonds
Individuals can donate appreciated securities, including stocks or bonds, to establish their own fund, make direct donations to existing funds, or support specific community initiatives.
Gifts of Stocks and Bonds Overview
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
How to make a gift of stocks and bonds:
For instructions on how to send gifts of stock and bonds please contact us at [email protected] or 802-388-3355 opt. 5 for more information and instructions.
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 mean 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.
