Donating Appreciated Stock

Minimize Taxes, Maximize Generosity

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When someone decides to sell stocks that have appreciated in value, they often consider donating some of the proceeds to charity.

There is a better way! Giving publicly traded securities, whether stocks, mutual funds, or bonds to a donor advised fund could provide significant capital gains tax savings. That means more money free to go to causes you care about.

How It Works

Step 1

Donate stocks or publicly traded securities to The Signatry.

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Step 2

Become eligible to receive an income tax deduction for your gift and reduce your taxable capital gains.

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Step 3

The Signatry liquidates the securities and deposits the proceeds into the donor advised fund.

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Step 4

Recommend grants from the donor advised fund balance to the causes you care about.

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Review our quick guide on giving stocks to charity through a donor advised fund.

Stock Gift Factsheet

Why Give Stock or Other Securities?

Relying on traditional cash giving after an asset sale can create a higher capital gains tax liability that could reduce what you are able to donate.  By donating stocks to a donor advised fund, greater tax savings can be realized and your giving can expand.

Tax Benefits

When you donate stock to a donor advised fund, you can receive an income tax deduction for the fair market value of the stock, and you can avoid the capital gains tax you would have paid if you had sold the stock first. The money that would have gone to pay capital gains tax can now go to the charities you want to support.

Further Kingdom Impact

Donating stock is a powerful tool for your generosity. You get to support the ministries you love with the resources God has given you, and we process the gift so the recipient ministries are not burdened by the liquidation process.

Speak with our team to get started.

Connect with our experts to help you think creatively about your resources and identify the best giving strategies for your goals.

Contact Us



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What is a Donor Advised Fund?

At The Signatry, our main priority is to maximize the dollars sent out to God’s Kingdom. Donor advised funds are the tools we use. Learn more about what a donor advised fund is and how it works.