Donate Stock
Your gift of stock to The Hope Effect will change the way the world cares for orphans.
Donate stock to The Hope Effect
It’s quick and easy to donate publicly traded securities to The Hope Effect:
Transfer shares of one or more stocks to The Hope Effect.
The two most common ways to give stock are to make an outright gift of your securities or to make a gift of your securities and receive payments for life.
If you have questions or need assistance, please reach out to our Financial Director, Christine Hernandez.
Click the button below to download our Stock Transfer Form.
Want to learn more about donating stocks?
We’ve got you covered! Read on for some basic info, and be sure to consult your financial advisor for more details.
What are publicly-traded securities?
Publicly-traded securities are securities such as shares, stock options, and bonds that are traded freely on the market. And although mutual funds are sold by individual mutual fund companies rather than on an exchange, the same charitable contribution rules apply to mutual fund shares as to shares of publicly-traded securities.
What are the tax benefits of donating publicly-traded securities?
When donating publicly-traded securities, there are both income tax benefits and capital gains tax benefits. When you make a charitable gift of cash, you get an income tax charitable deduction only. When you make a charitable gift of the same value with appreciated stock, you get the same income tax charitable deduction and you avoid capital gains tax on all of your capital gain. The more highly appreciated your security, the more capital gains tax you will avoid.
Still have questions?
Your tax professional or financial advisor can provide details about your specific situation. And of course, we’re happy to help in any way we can! Feel free to reach out to our Executive Director, Joe Darago, for additional information.