Gifts of Stocks, Bonds & Mutual Funds

Donating appreciated securities, including stocks, bonds or mutual funds, is an easy and tax-effective way for you to make a gift to Green Umbrella.

Benefits:

  • Donor avoids paying capital gains tax on the sale of appreciated stock/bond.
  • Donor receives a charitable income tax deduction on the fair market of the stock/bond.
  • Green Umbrella doesn't have to pay tax either, which allows the full value of the gift to help sustain our work!

How to Make a Gift of Stocks and Bonds:

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and the low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. 

We can accept gifts via electronic transfer. Please contact us at 513.541.1538 or kristin@greenumbrella.org for instructions.

Contact Us:

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions you may have. Thank you for considering a gift of appreciated securities to Green Umbrella!

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