Impact your community's future through gift planning

  • Your charitable gift will provide vital support to a fund at CommunityGiving which supports your favorite charities or important community projects, activities and initiatives
  • You can enjoy immediate or deferred tax benefits for you and your family
  • Your contribution will influence the well-being of others far into the future

Generosity comes in many forms, and it's our pleasure and privilege to help people find ways to get the most out of their giving. When you give to a fund at CommunityGiving, amazing things happen that truly make a difference in the lives of real people.

Planned Giving

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to a charitable fund with CommunityGiving or one of our partner foundations.

Gift of Stock and Bonds
Stocks/Bonds
CommunityGiving
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Use the proceeds from the sale of the stock or bond to support a charitable fund at CommunityGiving or one of our partner foundations.

How to make a gift of stocks and bonds

Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to CommunityGiving.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown