Give a Gift of Stock

Give the Gift of Health

Donating stock is a great way to give more and save on taxes

Donating stock directly to charity is one of the most tax-smart ways to give. Yet, it is often not well understood or widely used. According to a 2016 study by Fidelity Charitable, 80 percent of donors own appreciated assets, such as stocks, mutual funds or bonds, but only 21 percent of those donors have contributed these types of assets to charity.

You can give more
By donating stock that has appreciated for more than a year, you are actually giving 20 percent more than if you sold the stock and then made a cash donation. The reason is simple: avoiding capital gains taxes. The maximum federal capital gains tax rate is 20 percent on long-term holdings.

You can potentially reduce future capital gains
Many investors have stocks that they love and want to hold for the long term. Any appreciation of that stock’s value confirms your belief in it, but it can also set the stage for substantial gains when you sell. So consider donating some of your appreciated shares and then buying new shares to reset your cost basis at the current, higher price. This will reduce your future capital gains tax exposure if the stock continues to grow in value.

Donate stocks easily and quickly
To donate stock, contact Scott Morgan at  He can guide you through a simple process that will make the transfer easy and fast. 

The enrollment rate for primary school in Haiti is 88%.


Haiti has and estimated 15,200 primary schools, of which 80% are non-public and managed by communities, religious organizations or NGOs.