Overview: What Are Securities Donations?
A donation of securities is a gift of stocks or mutual funds which a donor can make to your organization. Since capital gains taxes don’t apply, your charity receives the full fair market value when the security is sold, and donors get a tax receipt reﬂecting their larger contribution.
Watch this quick video to learn more about the benefits of receiving donations of securities and mutual funds:
The fee charged on donations of securities depends on the size of the gift:
- 3% applies to donations less than $10,000;
- 2.5% fee applies to donations between $10,000-$49,999;
- 2.25% fee applies to donations between $50,000-$99,999;
- 2% fee applies to donations of $100,000+.
NOTE: The donor’s broker may or may not charge a fee as well.
Learn how to create your own Securities Donation Form.