Donate Stock
Give Generously and Wisely
You want to invest in Central, and you want to make sure you are doing it wisely. You can be generous and thoughtful with gifts of appreciated securities.
Consider donating stocks, bonds, or mutual funds. A gift of appreciated securities may allow you to avoid capital gains tax while claiming a charitable deduction based on the fair market value, depending on how long the asset has been held and your individual tax situation.
If you have appreciated securities in your portfolio, now may be a good time to explore whether this kind of gift fits your giving goals. It may allow you to steward your resources carefully while giving generously to Central.
Explore Your Options
Give us a call at 660-372-2510 ext. 145, or email us to explore your options for donating your investments.
You may also download the form below and follow the instructions.
Before You Give
- Speak with your accountant, financial advisor, or attorney about the tax treatment of your specific gift.
- Confirm whether the asset should be transferred directly rather than sold first.
- Contact Central before initiating the transfer so your gift can be identified and recorded correctly.