Gift of stock

When you make a stock gift, you not only get an income tax deduction equal to the market value of the stock on the contribution date (by taking the average of the high and low prices that day)--you also avoid the capital gains tax. And we do everything possible to make it easy. 

The gift transfer process will begin immediately upon receipt of your signed Letter of Instruction (LOI). For stocks and mutual funds held at most participating investment firms, faxing your LOI will allow for expedited handling of your gift. Most gifts are completed within 24 hours of receiving the LOI.

Please note: certain firms require a Letter of Instruction for completing your gift to be mailed to them rather than faxed and may require certification. Please contact your firm for their policy.

To get started, simply fill out this form and email to