Create Your Plan

Estate Planning Guide

E-newsletter

Contact Us
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to World Relief.

Gift of Stock and Bonds
Stocks/Bonds
World Relief
Charity image

Benefits of gifts of stocks and bonds

If you have held shares for more than a year, you are eligible to receive the following benefits:

  • Claim a charitable deduction for the full current market value of the stock
  • Avoid paying a capital gains tax on the increase of the original value of the stock
  • Help World Relief further our mission while lowering your tax bill

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to World Relief.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

More