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Giving Stocks and Securities

If your investment portfolio includes low-yielding, highly appreciated stock or securities that have held for more than one year, you may want to consider gifting them to the Brain Injury Association of America. Appreciated property can include publicly traded stocks, bonds, mutual funds, closely-held stock, commercial property, farms, personal residences, or unimproved land. You may benefit by:

  • Receiving an income tax deduction for the full market value of the gift as of the date of the transfer;
  • Paying no capital gains tax on the appreciation of your asset (the difference between your cost basis and current fair market value);
  • Making a generous charitable gift without reducing your liquid assets;
  • Reducing your exposure to estate taxes

To receive the full tax benefit, stocks must be transferred to the Brain Injury Association of America before they are sold.

Click here to download stock transfer instructions.

Please contact Paula Eichholz, Senior Development Director, at (703) 761-0750, ext. 648 for more assistance.