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Legacy Planning

An Outright Gift of Securities

Make sure to include your chapter name in the url.

Save in Taxes This Year

If you would like to support {{ChapterLong}} with a tax-smart donation this year, a gift of appreciated stocks, bonds or other marketable securities that you have held for more than one year may be just the right gift for you.

How It Works

You give securities. You receive tax benefits.

Your Benefits

When making a gift of appreciated securities owned for more than one year, you will receive a double tax benefit:

  1. You qualify for a federal income tax charitable deduction based on the current fair market value of the securities, regardless of their original cost.
  2. You can reduce or eliminate capital gains taxes on any increase in the value of the securities–taxes you would pay if you had otherwise sold them.

Steps to Take to Make Your Gift

  1. If you have the physical securities, either hand-deliver them to us or mail us the stocks and stock power separately.
  2. If you don't have possession of the physical securities, instruct your broker to electronically transfer your intended shares and notify {{Contact}} at {{ChapterLong}} once the transfer is complete.

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The following trademarks used herein are owned by McDonald’s Corporation and its affiliates; McDonald’s, Ronald McDonald House Charities, Ronald McDonald House Charities Logo, RMHC, Ronald McDonald House, Ronald McDonald Family Room, and Ronald McDonald Care Mobile.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult with an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.