Stock & Bond Donation

Donating appreciated stocks or bonds is a powerful way to support the Itasca County Family YMCA while also receiving meaningful tax advantages. Because the YMCA is a registered 501(c)(3) nonprofit organization, gifts of publicly traded securities can provide benefits for you and make a lasting impact on the community. Many donors choose to give securities that have increased in value as a strategic and tax-efficient way to maximize their charitable giving.

Tax Advantages of Donating Securities:

• May avoid paying capital gains tax on appreciated assets
• May qualify for a charitable income tax deduction for the fair market value of the securities
• May reduce your taxable estate when part of long-term planning
• Allows you to make a larger gift at no additional cost

To commplete your gift of stocks or bonds, your financial advisor or brokerage will require specific transfer information.

For questions, please contact:

Rachelle Miller
Director of Mission Advancement
(218) 327-1161