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Save Money By Giving Publicly Traded Securities

When people own stock, they often first sell the stock and then do their charitable giving from the proceeds. However, 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 towards causes you care about.

How It Works

ADonate stock to your DAF.
Receive an income tax deduction and avoid capital gains tax.
BThe Signatry liquidates the securities and proceeds are deposited to your DAF.
CRecommend grants from your DAF to the causes you care about.
Why Give
The traditional method of giving relies on cash, so selling stock and giving from the proceeds has been the common approach. However, the capital gains tax takes away from the proceeds available for your gift. By donating stocks to a donor advised fund, greater tax savings can be realized and further giving made possible.
Tax Benefits
When you donate stock to a donor advised fund, you still receive an income tax deduction for the value of the stock, and you avoid the capital gains tax you would have paid if you had sold the stock and then given. This money that would have gone to capital gains can now go to the charities you want to support.
Further Kingdom Impact
Giving stock can become a powerful tool for your generosity. You can support the ministries you love with the resources God has given you, and we process the gifts, so the ministries are not burdened by the liquidation process. You can involve your financial advisor to advise on the best publicly traded securities to donate and to help rebalance your portfolio. These decisions can serve a Kingdom purpose and provide the tax solutions you need. Giving from your resources is an act of stewardship.

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publicly traded securities

Stocks and Mutual Funds

When you donate stocks and mutual funds to The Signatry, we’ll liquidate the assets for you and then deposit the proceeds into your donor advised fund. While this means you’ll pay less tax and improve your cash flow, the bigger payoff is knowing that your favorite charities will feel the impact of God’s overflowing goodness.

Publicly Traded Securities Fact Sheet

From Rescue to Restoration
Download Case Study
5 Reasons to Use a Donor Advised Fund
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