Gifts of Stock or Securities
Donating appreciated stock or securities may offer tax advantages while supporting children’s education, nutrition, and healthcare.
Why give stock?
A gift of appreciated stock or securities can be a powerful way to support Starfish Greathearts Foundation. In many cases, donors may be able to avoid capital gains tax on appreciated shares and may be eligible for a charitable deduction for the gift's fair market value (please consult your professional advisor).
- Potential benefits: Donating appreciated securities may offer tax advantages while maximizing the impact of your generosity.
- What you can donate: Publicly traded stocks, bonds, mutual funds, and other marketable securities are often eligible.
- How your gift helps: Your gift supports children and communities through education, nutritious meals, healthcare services, and essential care.
How to make a stock gift
Step 1: Choose what type of stock and how many shares you want to donate.
You will need to know the stock's name and ticker symbol if it is publicly traded.
Step 2: Contact your financial institution to request the transfer. We’re happy to help and can share transfer details and acknowledgment information. Please
email if you have any questions.
Step 3: Email us to let us know that you are gifting stock to Starfish in order to receive your tax receipt.
Step 4: Look for a tax receipt and an acknowledgement letter from Starfish. Contact your broker or financial institution and request an electronic transfer of shares.
Note: Starfish Greathearts Foundation does not provide legal or tax advice. Please consult your professional advisor.
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