Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Marlborough.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
Gifts of stocks and bonds video
How to make a gift of stocks and bonds
By electronic transfer—Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Marlborough.
More on gifts of stocks and bonds
For our internal records, we determine the value of a charitable stock gift by taking the average of the stock's high and low prices on the day our broker receives it. You'll get a tax receipt confirming the date we received the stock and the number of shares. We recommend consulting with your tax advisor to properly value and claim stock gifts on your tax returns.
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
