Give Stock and Securities
donate
A tax-smart way to make a charitable gift
Donating appreciated stock or other securities directly to ACLC can be a tax-efficient way to give. If you have held the securities for more than one year, you may be able to avoid recognizing capital gains on the appreciation and claim a charitable deduction for their fair market value, subject to applicable tax rules.
Stock gifts at a glance
- Transfer stock or securities directly to ACLC
- Gifts of appreciated securities held more than one year may offer favorable tax treatment
- You generally do not recognize capital gain on the appreciation when eligible securities are donated directly
- If you itemize, you may generally deduct the fair market value, subject to applicable limits
- Contact us for ACLC’s secure brokerage transfer instructions
How Stock Transfers Work
Request transfer instructions
Email caroline@aclc.org for ACLC’s secure brokerage transfer information.
Initiate the transfer
Give ACLC’s transfer instructions to your broker or financial advisor.
Let us know
Tell us the security, number of shares, and expected transfer date so we can identify and acknowledge your gift.
Questions About Giving Stock?
Contact Caroline Rubens, Development Director, at caroline@aclc.org.
Please consult your tax or financial advisor about the tax treatment of gifts of securities.
