Gift of appreciated securities

A tax-savvy way to benefit from growing assets

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to AFSC. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to AFSC, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%. To make a gift of stock for an outright gift, here are our transfer instructions.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

A charitable gift annuity. You agree to make a gift to AFSC and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

When you make a gift using appreciated securities you have held longer than one year, you qualify for an income tax deduction and minimize capital gains tax.

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

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Next steps

  1. Contact Alyssa Chatten at 888-588-2372 or GiftPlanning@afsc.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include AFSC in your plans, please use our legal name and federal tax ID.

Legal name: American Friends Service Committee
Address: 1501 Cherry Street, Philadelphia, PA 19102
Federal tax ID number: 23-1352010

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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