• Donate Stocks or Mutual Funds

Giving Stock or Mutual Funds can be one of the most tax-savvy ways to give to your favorite nonprofits. You can donate:

  • Publicly-traded stocks
  • Privately-held stocks (which will require independent appraisals beforehand)
  • Shares of mutual funds and ETFs
  • Bonds

When you donate appreciated stock, you can save on your taxes in two ways:

  • Mitigating capital gains tax 
  • Claiming a tax deduction on the value of the shares you donate

You must speak to a professional financial advisor to accurately calculate the tax benefits of donating in this way.

Capital gains tax is normally applied to the profit generated from the sales of appreciated stock. However, if you donate this stock to charity instead of selling it, neither you nor the charity pay taxes on it.

Like most charitable donations, stock donations are deductible from your income taxes. When you file your federal taxes, you can deduct the donation from your taxable income if you itemize your deductions. Some states give income tax deductions for stock, as well.

Donating stock is a great way to benefit you, and the causes you care about.

Complete the form below to request the information required by your broker to facilitate the transfer:

    Request Stock Transfer Details from Lutheran World Relief

    Our Donor Advisors can be a valuable resource in planning for your future.

    Contact Us

    Careful estate planning is Christian stewardship in action. 

    When you plan for the future, you tell your loved ones that you cherish and care about them.

    You also have the opportunity to make an impact beyond your lifetime through the charities you love, to help people you have never met, in places you may never visit.

    Legacy giving can allow you to protect your assets, decrease your taxes and even increase your current income while allowing Lutheran World Relief to plan for and commit to more partnerships that bring lasting solutions. 

    We invite you to prayerfully consider participation in Partners in Lasting Promise, Lutheran World Relief’s legacy giving society. A gift of a will or trust, retirement plan assets, charitable gift annuity, life insurance, or real estate all qualify you for membership. 

    Planned Giving

    Partners in Lasting Promise

    Download this information as a PDF.

    Download Now Sep 12, 2018