SUPPORT St. Anthony's

with a tax-savings donation of appreciated stock

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Using stock to make a gift to St. Anthony's can be a tax-wise way to increase your support. Giving Docs makes it easy.

Stephanie Casenza, MS, APR, CFRE
Stephanie Casenza, MS, APR, CFRE
(415) 592-2802
SCasenza@stanthonysf.org
Associate Director of Development
St. Anthony Foundation

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Frequently Asked Questions

Donating stock involves transferring ownership of appreciated securities (stocks, bonds, or mutual funds) to a charitable organization as a form of donation.
Donating stock can provide several benefits, including:
  • Potential tax deductions for the full market value of the donated securities.
  • Avoidance of capital gains tax on the appreciation of the securities.
  • The ability to make a more substantial charitable contribution compared to cash donations

To donate stock, you will need to initiate a stock transfer from your brokerage account to the brokerage account of the nonprofit organization you wish to support. Giving Docs helps simplify the process by providing you all the information you need to make the gift.

Yes, you can generally claim a charitable tax deduction for the full market value of the donated securities on the date of the transfer. This deduction can help reduce your taxable income, subject to applicable tax laws and limitations. Donating appreciated securities may also help you avoid capital gains tax on the appreciation. You may want to consult with a tax advisor to understand the specific tax implications based on your individual financial situation and the current tax laws.

The information provided on this page is general, may not cover all specific situations, and is not intended to be legal or tax advice. You may want to consult with financial and/or tax professionals to get personalized advice tailored to your circumstances.

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