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! Our free, secure, and confidential online tool through FreeWill walks you through the process step-by-step.
- Select which securities to donate
You will need your brokerage name, account number, stock name, and number of shares you want to donate. Donors generally incur the greatest tax benefit when donating appreciated stock that has been held for more than a year. Please contact your brokerage if you have any questions. - Submit a request to transfer the securities
Use our free, secure, and confidential online tool to complete the necessary forms in as little as ten minutes. Submit them securely online through DocuSign or choose to print and mail the completed forms yourself. - We receive your gift
The securities are sold, and the funds are sent directly to the COPD Foundation. Once complete, you will receive a tax acknowledgment for the market value of your gift.
Ready to get started?
Meet your giving goals, enjoy potential tax benefits, and make an impact today!
We’re here to help you meet your goals!
Our team would be happy to speak with you about your giving goals and opportunities for making a gift to support the COPD Foundation.
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.