Stock

Giving a Gift of Stocks and Bonds is Easy

The Process

Before you contribute securities, please contact us with the name of the stock and the amount of shares you wish to donate. You or your advisor will be provided with all the information necessary to transfer the stock.

Benefits

By donating stock, your donation will fund the important work we do at The Groden Network. You will also avoid paying capital gains taxes and receive a tax deduction for the value of the stock on the date it was transferred.

You may use appreciated securities to fund other types of gifts such as charitable gift annuities and trusts. Some of these gifts will provide you with income and a tax deduction as well as give you the opportunity to avoid capital gains taxes.