Skip to main content

Stocks, securities, and mutual funds

Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.

About gifts of stocks, securities, and mutual funds

Giving appreciated assets such as stocks, securities, and mutual funds can help you avoid paying capital gains taxes. And if you’ve had the assets for more than one year, you can also receive an income tax deduction.

Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.

Benefits

  • Gifts of assets can often save you far more on taxes than gifts of cash
  • Avoid all capital gains taxes
  • Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
  • Make an immediate impact in ending the water crisis

How it works

  1. Transfer appreciated securities directly to charity: water (and avoid all capital gains taxes).
  2. Receive a tax receipt for the value of the assets.
  3. The securities are sold and the funds are immediately put to use for the greatest impact.

Contact us for more information

Don’t wait to make an impact, donate stock today

Start my stock donation

Get in touch

If you have any questions for our team, we want to provide the best support for you. We’d be happy to speak with you about your giving goals — with no obligation.

Name: Kees (Case) Groenewegen

Title :Senior Key Relationships Officer, Legacy Giving

Phone: 646-688-2323

Email: thetributary@charitywater.org

Already included us in your estate plan? Let us know.

Please enter your first name.
Please enter your last name.
Please enter your email address.
Please select an inquiry.
Please enter a message.

More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are by far the most popular type of planned gift. We can help you add charity: water into your existing plans or, if you don’t have a will or trust, help you set one up at no cost to you.

Learn more

Beneficiary designations

Gifting assets not covered by your will — like 401(k)s or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

Learn more

Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

Learn more