Gifts of stocks, securities & mutual funds
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
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive an acknowledgement of the shares and the date received.
- 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
Questions About Giving?
For questions or assistance with your gift, please contact the IDSA Foundation.