Gift of Securities
A thoughtful and easy way to show your support.
A gift of securities is a thoughtful and easy way to show your support to IDRF’s mission.
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 Your Shares in 3 Easy Steps
1. Financial Planning
Talk to your financial advisor to determine which investments will make the most philanthropic impact and sense for you.
2. Securities Transfer
Complete the transfer form and instruct your broker to transfer your securities directly to IDRF and notify our Director of Impact.
3. Tax Receipt
Get a tax receipt by email once we receive the securities, based on their closing market value on the transfer date.
Here’s an Example of How It Works
