Gift of Stock or Securities

A charitable contribution of stocks, bonds and/or mutual funds that have realized significant appreciation over time is one of the most tax-efficient ways to give. Download our simple instructions on how to transfer a gift security directly to the Foundation.

Year-End Timing

To obtain a deduction for the current tax year, the stock transfer must be completed by December 31. For electronic transfers from your brokerage account, the donation is recorded on the day it is received (not when you approve the transfer).

Plan ahead to make sure your transfer takes place before the year-end! Questions about your donation? Contact Christine Williams by email or at 703-295-6346.

Transfer Stock or Securities