Donate Stock

Let your charitable dollars make a bigger impact by donating long-term appreciated securities, such as publicly traded stock, bonds, or mutual fund shares to the Austin Woman's Club

ARE STOCK DONATIONS TO CHARITY TAX DEDUCTIBLE?

Appreciated securities are investments that have increased in value from the time they were purchased. Some individuals and households may be able to take advantage of IRS tax provisions to claim a charitable tax deduction for the full, fair market value of the securities, and you may avoid paying capital gains tax on the transfer.

Instead of selling your investments and donating the after-tax cash proceeds, donating stock to the Austin Woman's Club allows you to increase your gift and tax deductions. A gift of stock made before December 31 of a calendar year may reduce your tax burden for the year you give. Your financial advisor can explain the possible tax benefits depending on whether the stock has appreciated or lost value since the time you acquired it.

CAN I MAKE THE AUSTIN WOMAN'S CLUB THE BENEFICIARY OF STOCK IN MY WILL?

Yes, you can donate stock as part of your legacy. If you plan to make a bequest of stock to the Austin Woman's Club, consult an estate planning attorney.

HOW DOES A NON PROFIT BENEFIT FROM A STOCK DONATION?

Another benefit of donating your stocks directly to a charity is that the charity can receive a larger donation than if you donated the cash from the sale of those stocks. When you donate stock to a charity, you typically do not have to pay taxes on the gains of the stock.

INSTRUCTIONS FOR TRANSFERRING

GIFTED STOCK



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