Stock Donations

Maximize your impact with appreciated securities

Give Appreciated Securities

Donating appreciated stocks, bonds, or mutual fund shares that you've held for more than one year can provide significant tax benefits while supporting Bay Tides' mission to protect the San Francisco Bay.

Tax Advantages

Avoid Capital Gains Tax

When you donate appreciated securities directly, you avoid paying capital gains tax on the increase in value.

Full Fair Market Value Deduction

Receive a charitable deduction for the full fair market value of the securities on the date of transfer.

Greater Impact

By avoiding capital gains, more of your gift goes directly to supporting Bay conservation efforts.

Example: The Power of Stock Giving

Sell Stock, Then Donate Cash

Stock value: $10,000
Original cost: $4,000
Capital gain: $6,000
Capital gains tax (20%): -$1,200
Net donation: $8,800

 Donate Stock Directly Stock value: $10,000
Capital gains tax: $0
Net donation: $10,000
You give 14% more!
 

How to Transfer Securities

To donate stocks or other securities, please contact us and we will provide you with our brokerage account details and transfer instructions. We accept transfers from most major brokerages.

What we need from you:

Your name and contact information
The name and ticker symbol of the security
The number of shares you wish to donate
Your broker's name and contact information

Important Considerations

Securities must be held for more than one year to qualify for the full fair market value deduction.
The deduction is based on the fair market value on the date the securities are transferred to Bay Tides.
Consult with your tax advisor to understand the benefits for your situation.
Bay Tides is a 501(c)(3) organization (EIN: 93-3889081).

Search Bay Tides