Securities
Other Ways to Give
Securities
MOHI accepts donations of publicly traded securities such as individual stocks, mutual funds, exchange traded funds, and closed end funds. Gifting appreciated securities can generally maximize your giving in two ways.
- You may receive a current year income tax deduction for the fair market value of the gifted security if held for more than one year.
- You are not subject to capital gains when the security is sold.
Please note that you should discuss this action with your financial and/or tax advisor to review how such a gift would impact your income tax situation.
Interested in donating a publicly traded security?
