Gifts of Appreciated Stock

Giving appreciated stocks or securities can provide you with significant tax advantages. By donating appreciated securities (rather than selling and donating the proceeds), you can extend your resources, enabling you to make a greater impact on the charities nearest to your heart.

Traditional cash giving with checks
Start with $5,000
Write a $5,000 check to a charity
Qualify for a $5,000 tax deduction
Continue paying capital gains taxes

Increased giving with stocks
Donate stock valued at $5,000 to a DAF
Qualify for a $5,000 fair market value tax deduction
The Faithful Journey Foundation sells the shares and places the proceeds into a DAF
Bolster portfolio with cash saved
Consider giving more with your tax savings