Maximize Your Impact and Gain Tax Benefits
A Gift of Appreciated Securities
Looking for a tax-smart way to make a significant contribution to Hunter’s Fund and support our mission? Donating appreciated stocks or mutual funds can be a powerful and beneficial option for both you and the organization.
Why Donate Appreciated Securities?
Maximize your impact: By donating appreciated securities, you can avoid capital gains taxes on the increased value of the assets since purchase. This allows more of your contribution to support Hunter’s Fund's vital work directly.
Simplify the process: Donating stocks or mutual funds is quick and easy. You can typically transfer the securities electronically through your brokerage firm, eliminating the need to sell and transfer cash.
Potential tax benefits: Depending on your tax situation, you may be eligible to claim a charitable deduction for the full market value of the donated securities.
Is Donating Securities Right for You?
While donating appreciated securities offers various advantages, consulting with your financial advisor to figure out if it aligns with your overall financial and philanthropic goals is important.
How to Donate Securities:
Hunter’s Fund Account Information: We can provide detailed instructions and the necessary information for your broker.
Work with your broker. They will initiate the transfer of the securities from your account to the charity's account.
Claim your tax deduction. Once the transfer is complete, you will receive a receipt for tax purposes.
By leveraging the benefits of donating appreciated securities, we can create a lasting impact on the causes we care about.
For more information about donating securities to Hunter’s Fund, please get in touch with us at:
Kathy Ward
703-448-0436
We appreciate your generosity and support!