Gifts of Stock

A gift of appreciated stock, bonds, or mutual funds can be an tax-efficient way to support NAMI. Gifts of stock can provide a greater tax benefit to you than gifts of cash. These gifts can save you taxes in two ways: you receive a charitable deduction and you avoid the capital gains tax on the gift.

If your securities have depreciated you can sell them and give the proceeds to NAMI. This may allow you to claim the loss when you file your taxes next April and take the charitable deduction for the amount of your gift.

Transferring A Gift Of Stock To NAMI

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.

NAMI has partnered with a free stock-giving tool that walks you through the process of making a gift in under 5 minutes. Make your stock gift today.

For questions about making a gift of stock, email [email protected] or call 703-524-7600.