Appreciated securities are perhaps the most cost-effective assets to use in making a gift.
- You can donate appreciated stocks, bonds, or mutual funds
- The total value of the stock is tax-deductible upon transfer
- There is no obligation to pay capital gain taxes on the appreciation (subject to IRS deduction limits).
A wire transfer is simple and the easiest way to make a gift of stock.
Please contact us directly for the information you and your broker will need to make a secure, private transfer to our Morgan Stanley brokerage account.
Contact us at 619-233-0067 or complete this form:
Any other questions regarding stock or mutual fund donations can be directed to Stephanie Sobka or Tim Lucey at [email protected]
The Turning Point Home is a 501 (c)(3) organization; gifts are tax deductible (Federal Tax ID# 95-267033) to the extent provided by law.