Stocks and Securities
Make a bigger impact while saving on taxes
Make a Gift That Gives More
When you donate appreciated stocks, mutual funds, or other publicly traded securities to WE Foundation, you may avoid capital gains taxes and receive a full charitable deduction—all while supporting communities in need.
Benefits of Giving Stocks or Mutual Funds
-
No capital gains tax when donated directly
-
Full fair market value qualifies for a tax deduction
-
Increased impact with no added cost to you
-
Easy and secure transfer process
How to Donate Stocks and Securities
Step 1: Contact your financial advisor or broker
Step 2: Request our stock transfer information by emailing us at info@wefoundation2024.org
Step 3: Let us know once the transfer is initiated so we can provide a receipt and recognize your gift
⚠️ Important: To receive full tax benefits, your securities must be transferred directly to WE Foundation—not sold before donating.
Sample Letter to Your Broker
Frequently Asked Questions
Q: Do I have to pay capital gains tax on donated stocks?
A: No. When you donate appreciated securities directly to WE Foundation, you avoid paying capital gains taxes altogether.
Q: Can I still take a tax deduction?
A: Yes. You may be eligible to deduct the full fair market value of the donated stock on your tax return, if you itemize deductions.
Q: What if my stocks have lost value?
A: It may be better to sell depreciated stocks yourself, claim the loss, and donate the cash. Talk to your financial advisor for guidance.
Q: Is there a minimum gift amount?
A: There’s no minimum, but your broker may have limits on transfers. Feel free to reach out if you have questions.
Need Help? Contact Us
We're here to make the process simple and smooth. If you need help or have questions, just reach out—we’d love to hear from you: info@wefoundation2024.org.
Thank you for considering a gift of stock to WE Foundation.