Multiply your impact with strategic giving.
Donating appreciated assets—stocks, mutual funds, or real estate—can unlock greater impact with potential tax advantages. By giving assets directly, many donors avoid capital gains tax and may receive a deduction for fair-market value. Most importantly, your gift equips neighbors with tools and training so change rises from within.
Why non-cash gifts
Stocks & Securities
Avoid capital gains. Deduct fair-market value.
A gift of appreciated marketable securities can offer significant advantages (subject to IRS rules). If your securities have declined in value, you may prefer to sell first and donate the proceeds (you can typically deduct the capital loss and the charitable gift).
How to give stock (typical steps)
Real Estate
Turn property into lasting impact.
Most property types can be considered if marketable, unencumbered, and free of environmental issues. Donating appreciated real estate may allow you to avoid capital gains and deduct the appraised value. If your property has decreased in value, selling first and donating proceeds may allow you to deduct any capital loss.
Other options to discuss
Advanced Giving Options (Planned Gifts)
Charitable Gift Annuity (CGA)
Provides a fixed lifetime payment to you and/or a loved one, plus potential tax benefits. Fund with cash or marketable securities; payout rate is based on age(s). Deferred start dates may increase the deduction and annuity amount.
Charitable Remainder Unitrust (CRUT)
An irrevocable trust that can provide income and potential tax advantages. Fund with cash or appreciated assets (e.g., securities, real estate). Capital gains on contributed assets are typically deferred and recognized as distributions occur.
Helpful details for your advisor
(We’re happy to coordinate directly with your advisor.)
Possibly. These require additional review and documentation. Please contact patrick@med-amb.org .
Brokerage transfer fees are typically minimal; IRS-qualified appraisals (when required) are usually the donor’s expense.
Generally no. Properties must be unencumbered and free of environmental concerns.
Unless you specify otherwise, non-cash gifts support Where Most Needed. You may request a program/region designation; we’ll confirm feasibility.
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(Mon–Thu; office closed Fridays)
(Mon–Thu; office closed Fridays)
Thank you for equipping leaders who help their neighbors thrive.
