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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Boys & Girls Clubs of America.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer – Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Boys & Girls Clubs of America.

By certified mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

How can I learn more?

Free Estate Planning Guide

Contact Us

Questions? We’re here to help.

Thank you for reaching out. Please complete the form below and our team will respond to your inquiry as soon as possible.

Prefer to contact us directly? Please contact Alyssa Carillo, Director of Philanthropy, at 404-587-5459 or acarillo@bgca.org.

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.

For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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