Giving & charity
Appreciated securities donation
A contribution of securities or other investment property rather than cash.A contribution of securities or other investment property rather than cash.
Why a household might care
Helps organize charitable intent, records, and future review without judging an organization or calculating a deduction.
Things to review
Recording brokerage confirmation and acknowledgment locations Confirm current documentation and applicable rules with the recipient organization or a qualified professional. Educational information only — not legal or tax advice.
Key points
- A contribution of securities or other investment property rather than cash.
- Valuation, transfer, documentation, and tax treatment can differ from cash gifts.