Donating Stock
Charitable Gifts of Stock
Charitable gifts of stock are on the rise. By directly transferring stock to The ACTEC Foundation, donors avoid capital gains taxes and maximize the gift.
Advantages of Transferring V. Selling stock
Donor transfers shares of appreciated stock to The Foundation. If the cost basis is $5,000 and the market value is $10,000, the donor avoids taxes on the gains and may deduct the full amount of the appreciated stock.
What’s the next step?
Please fill out the form below including the stock ticker name and intended transfer date.
A member of the Foundation staff will follow up with you to make sure the transfer is secure and easy.