Securities
Maximize your gift with appreciated assets
Overview
Donating appreciated securities such as stocks, bonds, or mutual funds is one of the most tax-efficient ways to give. By transferring securities directly to JDF, you avoid capital gains taxes that would be owed if you sold them first, and you can still claim a charitable deduction for the full fair market value.
Transfer appreciated stocks, bonds, or mutual funds directly to JDF
Avoid capital gains tax on appreciated securities held over one year
Receive a tax deduction for the full fair market value
Contact us for DTC transfer instructions and account details
Tax Benefit
Double Tax Advantage for Long-Term Holdings:
- 1.Avoid Capital Gains Tax: When you donate securities held over one year, you pay no capital gains tax on the appreciation.
- 2.Deduct Full Fair Market Value: You can deduct the full current market value of the securities—not just what you paid for them.
Short-Term Holdings (under 1 year): Your deduction is limited to your original cost basis, though you still avoid the capital gains tax.
Please consult your tax advisor to understand how these benefits apply to your specific situation.
Donate Securities
Give stocks in 10 minutes or less
We have partnered with DonateStock.com to enable our supporters to make stock donations in 10 minutes or less. By clicking the button below, you can initiate a stock gift from your brokerage through a secure portal—at no cost to you.
Fast & Easy: Complete your donation in minutes, not days
No Cost: Free for donors—no hidden fees
Secure: Bank-level encryption protects your information
Frequently Asked Questions
Need Assistance?
Our giving team is here to help you structure your gift for maximum impact and tax efficiency. Contact us for personalized guidance.
Build a Lasting Legacy
Consider contributing to the JDF Endowment for permanent, ongoing support of our mission.
Learn About the Endowment