Make an Impact with Gifts of Stocks, Securities, & Mutual Funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
It’s never been easier to support our mission with a stock donation!
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Make your gift of stock by using the secure donation form on this page.
- Indicate the stock you wish to donate, provide your contact information, and your broker’s contact information.
- Once you complete the donation form, an email will be sent to your broker to initiate the trade. Your broker will reach out to you to confirm and finalize the trade.
- The securities are sold, and the funds are sent directly to the COPD Foundation.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Eileen Pronobis
Title :Chief Philanthropy Officer
Phone: 980-288-4817
Email: donations@copdfoundation.org
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.