Give Stocks and Mutual Funds
Stocks and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to PEER. When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. When you donate securities to PEER, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.
If you are interested in donating stocks, shares or mutual funds, click on the section below to begin the process. You will be given information to provide to your broker.
Access transfer details for gifts of stock and mutual funds
For more information about donating to stocks to PEER, contact Helen Jenkins at email@example.com or (202) 524-4399