Gifts of Appreciated Stock

Turning stock market gains into community investment

Everybody wins when you make a gift of appreciated stock to the Community Foundation. Your gains are put to good use. Your gift of stock is reinvested in your community, and it qualifies for an immediate tax deduction based on the full fair market value.

Giving appreciated stock through the Community Foundation is popular among a range of givers—individual investors, families, entrepreneurs, and even groups of friends who have formed investment clubs.

By giving stock through the Community Foundation, you can avoid capital gains taxes that would be due as a result of its sale and establish a charitable fund that benefits the local causes and organizations you care about most. With gifts of appreciated stock, your stock market earnings translate into community impact, so you get a more rewarding return on your portfolio. You can set up a scholarship; support special programs for at-risk youth, senior citizens, or other people in need; address environmental concerns; or support the arts.

How it works:

• You make a gift of appreciated stock to the Community Foundation.

• Your gift can be placed into any of our existing charitable funds or you can establish a new fund.

• Your gift qualifies for a tax deduction based on the full market value of your stock; you avoid the capital gains tax that would otherwise arise from the sale of this stock.

• We handle all the administrative details.

• Your gift can be placed into an endowment that is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift—and all future earnings from your gift—is a permanent source of community capital, helping to do good work forever.