Giving Stocks and Securities
Your choice to gift stocks and securities is a great way to leave a legacy of generosity. Stocks can be given to a recipient as a gift whereby the recipient benefits from any gains in the stock's price.
Why gift stocks and securities?
Giving the gift of a stock can be extremely beneficial, particularly if the stock has appreciated in value since the giver can avoid paying taxes on those earnings or gains.
How do I gift stocks and securities?
If you are considering making a bequest, please fill out the "Contact Us" form below and we will be here to walk you through the process!
Transform the lives of children through a tax-deductible gift.
Leave a Gift in Your Will
Rollover your required minimum distribution to transform lives and avoid paying income tax.
Rollover an IRA
Avoid capital gains on the appreciated value of your property and benefit communities around the world.
Donate Property
Make a non-cash gift-stocks, bonds, mutual funds, or other securities-and help HopeChest.
Donate Stocks and Securities
Opening an insurance policy is an easy way to leave a large and lasting legacy that will change lives.
Open an Insurance Policy
Give a gift to HopeChest, and receive a fixed income stream from HopeChest for the rest of your life.
Make a Charitable Gift Annuity
Use the Calculators Below to Explore Your Impact
You can make a gift to Children’s HopeChest and receive guaranteed fixed payments for life. Payments may be much higher than your return on securities or CDs.
You can make a gift to Children’s HopeChest and receive guaranteed fixed payments for life. Deferred payments are higher than an immediate payment annuity, or many securities or CDs. They are ideal for supplementing your retirement income.
A great way to make a gift to Children’s HopeChest, receive payments that may increase over time, and defer or eliminate capital gains tax. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.
A great way to make a gift to Children’s HopeChest, receive fixed payments, and defer or eliminate capital gains tax.
A PIF works like a mutual fund by pooling and investing donations and paying the beneficiary an income for life. And if you donate appreciated assets, you pay no capital gains tax.
You can deed your home, farm or vacation house to Children’s HopeChest, reduce tax liability with a current deduction, and still use the property for the rest of your life.
You can greatly reduce or even eliminate gift and estate tax on trust assets passing to family…if some trust income goes to Children’s HopeChest for a few years.
Giving stock could be more beneficial than giving cash. Calculate your personal illustration below!
You can make a gift, receive a cash payment for a percentage of the fair market value of an asset and reduce tax benefits for the gift portion of the transaction.
You greatly reduce or avoid possible gift and estate tax on trust assets passing to family…if some trust income goes to Children’s HopeChest for a few years.
A great way to make a gift to Children’s HopeChest, receive payments that may increase over time, and defer or eliminate capital gains tax. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.
Contact Us
Are you ready to explore your planned giving options? We would love to talk with you!
Fill out the form below and our planned giving specialist will be in touch to set up a one-on-one call to help you determine what option is best for your long-term goals.
