Donating Securities

Donating securities such as stocks, bonds, and mutual funds to ATC is easy and has several tax advantages over cash donations. 


Tax Advantages

 

When you donate stock to ATC, you’ll generally take a tax deduction for the full fair market value (within IRS limits). Because you are donating stock, you avoid paying capital gains on the appreciation of the stock. Prefer to donate bonds or mutual funds? The same benefits apply.


Consult with your tax or financial advisor to find out more about the tax advantages that may apply to your individual situation.

 

To Donate

 

It’s simple to donate stock to ATC. Obtain an “ATC Letter of Authorization to Transfer Assets” from Cathy Hughes, LeeAnn Leduc, or download the form HERE. Complete the form and submit it to your brokerage or bank and a copy to ATC. If your brokerage has their own form for security transfers all the information you will need will be included in the form obtained from ATC. That’s it!

 

Thank you for your generosity!