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.

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