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Gifts of Stock or Appreciated Securities

Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets.

 
This diagram represents how to make a gift of appreciated securities – a gift that costs nothing during lifetime.
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How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Project On Government Oversight.
  • Project On Government Oversight sells your securities and uses the proceeds for our programs.
  • Use our Stock Transfer Form to facilitate the gift.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Cash vs. Stock Calculator
Download a brochure on this topic:
  • Giving Appreciated AssetsOpens new window

Next

  • More detail on gifts of stock and appreciated assets.
  • You can use our Stock Transfer Instructions.
  • Frequently asked questions on gifts of stock.
  • Contact us so we can assist you through every step.

Explore More Gift Options

Will or Trust →

You can plan a gift that will not affect your cash flow.

Appreciated Securities →

Take advantage of appreciated securities, avoid tax.

Life Insurance →

Make a significant gift, no matter the size of your estate.

Retirement Plan →

Donate double-taxed assets and leave more to family.

Personal Property →

Donate personal property, receive signifcant tax benefits.

Donor-Advised Fund →

Make a gift from your DAF, or name us a beneficiary.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Pam Rutter, Director of Individual Giving
Pam.Rutter@pogo.org
202-347-1122

The material presented on this Planned Giving website is not offered as legal or tax advice.
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