Give Appreciated Securities
donate
A tax-smart way to maximize your impact while minimizing capital gains.
Donating appreciated stocks, bonds, or mutual funds directly to ACLC is one of the most tax-efficient ways to support our work. You avoid capital gains taxes on the appreciation, receive a charitable deduction for the full market value, and make a bigger impact on coalfield communities.
Whether you’ve held securities for years or received company stock as part of your compensation, transferring them directly to ACLC benefits both you and the families we serve.
💰 Tax Benefits of Giving Stock
- Avoid capital gains tax: No tax on the appreciation when you donate directly to charity
- Full fair market value deduction: Deduct the current value, not what you originally paid
- Reduce taxable income: Lower your adjusted gross income for the year
- Bigger impact: Your gift goes further without capital gains reducing it
How Stock Transfers Work
Request transfer instructions
Submit the form below and we’ll email you our Schwab account details within one business day.
Initiate the transfer
Provide our account information to your broker or financial advisor. The process typically takes 3-5 business days.
We acknowledge your gift
Once received, we’ll send you a thank-you acknowledgment letter for your tax records, including the date and number of shares transferred.
🔒 Secure Transfer Process
For security reasons, we don’t publish our brokerage account details publicly. Submit the form below and we’ll send you our Schwab account information within one business day so you can initiate your transfer.
Request our stock transfer information
Questions? Contact Us
Caroline Rubens, Development Director
caroline@aclc.org
We recommend consulting with your tax advisor about the benefits of donating appreciated securities.
