Multiply your giving impact by giving stock!

by NCF staff  |  September 20, 2012  |  Type: Strategies

What difference does it make how you give? Well, for a sick child and his family, it could make all the difference in the world. And by giving appreciated stock instead of cash or checks, you’ll save taxes and increase your personal cashflow, making it possible for you to give more to the causes you care about.

So if you’re getting ready to write checks to charity this year-end, look to your investment portfolio instead. Here’s how to get started with these simple steps:

  1. Choose a stock: Ask your professional advisor to help you choose the best stock to donate to your NCF Giving Fund.

  2. Transfer shares: Click one of the links below to download our stock transfer forms. We sell the stock for you, so you don’t pay capital gains taxes. And because we’re a public charity, you receive an income tax deduction.

  3. Reset your cost basis and rebalance your portfolio tax-free: If you still like the stock you donated, you can repurchase it immediately with the money you would have sent to charity.

  4. Recommend grants: Once the proceeds from the sale are in your Giving Fund, you can go online anytime to recommend grants to your favorite charities and ministries, and we’ll cut the checks for you! 

So get started with stock giving. It’s a smarter way to make a big impact with your giving!


>> Download a form for stock and mutual fund transfers

>> Download a form for stock certificates and transfer agent stock assignments

Multiply your impact
Only a select group of entrepreneurs ever have the opportunity to sell their successful company for a sizeable gain. Many of these business owners have a heart to give charitably, but don’t know where to turn for wise counsel in the midst of a ... read more
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