Question 1

What is the tax benefit of donating appreciated stock?

Accepted Answer

Donating appreciated stock that you've held for over a year could allow you to save up to 20% in capital gains taxes and potentially up to 37% in federal income taxes on the charitable donation value of your gift based on your tax bracket when itemizing deductions. To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your tax professional for information about your personal tax implications.

Question 2

Can I give company stock outside of the trading window?

Accepted Answer

If you received company-distributed stock as an employee and the trading window is not open, your brokerage will likely reject the transfer request. We highly advise you ask your company for the trading windows so you can give during those time periods, which are typically open quarterly for three to four weeks at a time.

Question 3

What specific stock could I donate?

Accepted Answer

You can give any publicly traded stock. By donating assets that have appreciated in value for more than one year, you are more likely to maximize the potential tax benefits of your gift.

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Donating stock can be one of the most tax-efficient ways to act on your generosity. We've made it possible to donate stocks online quick, easy, and secure.