Donating Stock
Donating appreciated stock directly to your fund at The Foundation—rather than selling it first—can significantly maximize your impact and tax benefits. Many Foundation clients use this smart charitable planning strategy.
Gifts of long-term appreciated securities (held for over one year), such as stocks, bonds, mutual funds, and even cryptocurrency, are among the most tax-efficient ways to contribute to your Donor Advised Fund. You can deduct the full fair market value of these gifts (up to 30% of your adjusted gross income) and avoid paying capital gains tax on their appreciation.
This strategy allows you to amplify the funds available for your favorite causes while optimizing your tax savings

"I can contribute to our Donor Advised Fund and save on capital gains, which allows me to give even more!"
-Jeff Astrof, Foundation Donor, Television Writer/Producer
Steps to donate stock now:

- Open a Fund: Contact us to easily set up your Donor Advised Fund with a stock donation.
- Review Your Portfolio: Consult your advisor to identify stock(s) and number of shares to donate.
- Submit Donation Form: Complete our stock donation form and send it to your broker.
- Notify Us: Let The Foundation know your stock donation is on its way.
- Finalize the Transfer: Once your broker transfers the stock, it will be sold, and the proceeds added directly to your Donor Advised Fund.
You can begin making grants to your favorite organizations immediately after the transfer is complete.
With markets so elevated today, now is the opportune time for an appreciated stock donation!
Questions? Contact us today at 323.761.8704 or by email.
Additional Resources
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