Stock Gifts 

By gifting stock instead of cash, you can increase your gift impact and potentially your tax deduction. You can donate stocks, bonds and mutual funds directly to DVO from your brokerage account. 

Of course, you should consult with your financial advisor to determine if this donation option is best for you*.

KEY BENEFITS
• Your gift is tax-deductible and there are no capital gains taxes to pay.
• If your stock has risen in value since purchase, donating it directly is preferable, but if it has lost value, it may be more advantageous to sell it first and then donate the proceeds, so you can take the tax loss.
• Depending on your adjusted gross income, a varying amount of your donation may be able to be deducted on your taxes.
​
This content is specific to U.S. tax law – refer to IRS Publication 526 for more information and official guidance. You should consult with a financial advisor or tax professional for advice on your individual situation before making any investment decisions.

If you would like to learn more about making a gift
​from your stock portfolio, please contact:
​
Deb Panos, DVO Director of Development
[email protected]

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