Gift Of Securities
A gift of securities is a thoughtful and easy way to show your support to IDRF’s mission in saving lives and rebuilding communities.
Gift Of Securities
A gift of securities is a thoughtful and easy way to show your support to IDRF’s mission in saving lives and rebuilding communities.
By making a gift today, you are part of a nationwide community that cares about providing effective humanitarian aid and sustainable development programs to 25+ countries around the world.
Securities can include stocks, mutual funds, and employee stock options. Donating appreciated stocks means you pay no tax on the capital gains and receive a tax receipt for the fair market value of the securities.
This efficient alternative to cash provides a substantial tax incentive and gives you the satisfaction of seeing your gift put to use today.
Gift of Securities donation in just 3 easy steps
Talk to your financial advisor to determine which investments will make the most philanthropic impact and sense for you.
Complete the transfer form and instruct your broker to transfer your securities directly to IDRF and notify our Director of Impact
Receive a charitable tax receipt by email once we have received the transferred securities that will be based on the closing market value of the shares on that day.
| Proceeds | Sell Stock then Donate | Donate securities to IDRF |
|---|---|---|
| Fair Market Value | $10,000 | $10,000 |
| Initial cost of Stock | $2000 | $2000 |
| Captain Gain (FMV less cost) | $8000 | $8000 |
| Taxable Gain | $4000 (50%) | $0 |
| Tax Payable on Gain (43.7%) | $1.748 | $0 |
| Charitable Gift Receipt | $10,000 | $10,000 |
| Tax Credit (43.7%) | $4370 | $4370 |
| Net Tax Benefit from Donation (tax credit minus tax payable gain) | $2622 | $4370 |