Gifts of stocks, securities & mutual funds

Many people choose to give stocks, securities or mutual funds instead of gifts of cash. Giving appreciated assets like this help you avoid paying capital gains taxes and can give you an income tax deduction for the full value of the gift if you’ve had the assets for more than one year. 

Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.  

Benefits 

• Gifts of assets can often save you far more on taxes than gifts of cash. 
• Avoid all capital gains taxes. 
• Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year). 
• Make an immediate impact on our mission. 

How it works 

1. Transfer appreciated securities directly to us (and avoid all capital gains taxes). 
2. Receive an acknowledgement of the shares and the date received. 
3. Securities are sold, and the funds are put directly to use for greatest impact. 

Ask your broker to donate through your financial manager. 

To donate to the IDSA Foundation:  

Wells Fargo Clearing Services, LLC 
DTC #141 
IDSA Education & Research Foundation 

Account # 6849-8955 

Please email foundation@idsafoundation.org to notify us of the incoming transfer.