Appreciated Stocks

Making a gift of securities, most commonly known as stocks, offers you the chance to support our work while realizing important benefits for yourself. Stocks, bonds and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Leader Dogs for the Blind. You or your financial advisor can make a stock gift in less than 5 minutes and access our information below.

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When you donate appreciated stocks or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the stocks at the time of the transfer.

Stocks are most often donated in the form of:

An outright gift. When you donate stocks to Leader Dog, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.