Appreciated Assets - Stock, Bonds or Securities

Donating appreciated assets to a charity, such as the CDC Foundation, avoids federal capital gains taxes and provides a federal income tax deduction for the current market value of the gift. Similar state tax benefits are also offered in most of the United States.

You can often make a bigger impact by donating long-term appreciated securities—including stock, bonds and mutual funds—directed to the charity, compared with donating cash or selling your appreciated securities and contributing the after-tax proceeds. By making a gift of appreciated securities, you may be able to increase your gift and your tax deduction automatically.

When you donate stock to charity, you will generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase.  If you prefer to donate bonds or mutual funds, the same benefits apply.

Make A Bigger Impact

When you give appreciated stocks directly to charity, your gift can be up to 20% larger because you avoid the taxes you would incur from selling and donating the cash. This means more money going to the work that you care the most about.

Avoid Capital Gains Tax

Gifting stock avoids federal capital gains tax and most donors can also claim an income tax deduction for the stock's full market value (state & local income tax deductions may also be available in some areas).

Stock Gift Instructions