Give today. illuminate the future.

What Is a Gift of Stock?

A gift of stock is a charitable contribution made by transferring publicly traded securities (such as stocks, bonds, or  mutual funds) directly to a nonprofit organization.

Why Donors Choose to Give Stock

Donors often choose to give  appreciated securities because they may:

• Avoid capital gains tax on the increase in value
• Receive a charitable income tax deduction for the full fair makret value (subject to IRS rules)
• Support a cause they care about while using non-cash assets
• Simplify giving by using assets already held in their portfolio

This approach can be especially appealing for donors who want to rebalance their investments or make a larger gift without affecting cash flow.

How A Stock Gift Can Make A Bigger Difference

Instead of selling stock, paying captial gains tax, and donating the remaining proceeds, you can transfer the stock directly to LFSRM.

By doing so, you may:

• Give the full value of the asset
• Reduce taxes that would otherwise be owed
• Increase the charitable impact of your gift.

Every gift of stock - large or small - helps advance our mission.

What Types of Securities Can Be Donated?

Commonly accepted securities included:

• Publicly traded stocks
• Bonds
• Mutual Funds
• Exchange-traded funds (ETFs)

If you have questions about a specific asset, we are happy to help determine whether it can be accepted.

How to Give Stock to Lutheran Family Services Rocky Mountains

Making a gift of stock to LFSRM is very straight forward:

Stock donations are made through the Royal Bank of Canada (RBC) Wealth Management. Please contact Brandon Dill, Assistant to the Senior Vice President at 303.595.1132 or brandon.dill@rbc.com. Please have the following information ready for RBC: quantity and type of stock you wish to donate.

We recommend consulting with your tax or financial advisor to determine whether a gift of stock is right for you.

If you are interested in making a gift of stock or would like to discuss your options, please contact: 

We are happy to work with you and your advisor.

This information is provided for educational purposes only and is not intended as legal, tax, or financial advice. Please consult your professional advisor to determine what is appropriate for your individual situation.