Donating Mutual Funds

If you have a mutual fund and are looking to donate the proceeds to a non-profit like the Austin Woman's Club, you may qualify to receive a charitable deduction.

What is a mutual fund?

A mutual fund is an investment vehicle that pools money from multiple investors. The money is invested in securities and managed by a professional advisor.

How do I give a charitable gift through a mutual fund?

• Make us part of your legacy. Name the Austin Woman's Club as the “payable on death” beneficiary of a mutual fund.

OR

• Close your mutual fund account, and donate the funds to the Austin Woman's Club.