Stock Transfer Instructions

Donating long-term appreciated securities directly to the Center is one of the best and easiest ways to give more. By taking advantage of tax incentives, you can significantly increase the funds available for charitable giving.

A Tax-Efficient Way to Give

Any securities held for over a year with unrealized gains can be donated at full fair market value (up to 30% of your adjusted gross income).

Avoid Capital Gains

Since securities are donated rather than sold, capital gains taxes no longer apply. The more appreciation, the greater your tax savings.

How to Proceed

Please contact the Accounting Office for specific transfer details and account information. You should always discuss the tax benefits with your tax advisor.