Investment Giving

Donate Stock or Mutual Funds


Donating appreciated securities – such as stock or mutual funds – to EWB[AA1]  is a tax-wise approach to providing for children in need.


The benefits available to you when making a charitable contribution of stock or mutual funds may include:


l  Avoiding federal and state tax on the capital gain;

l  Receiving an income tax deduction (federal and most states) for the full market value of the gift if you itemize deductions on your tax return and have held the assets one year or longer;

l  Making a larger gift at a lower original cost to you.