Gifts of Stock and Appreciated Assets

Learn more about the tax advantages and the best timing for making a gift of stock, appreciated assets and, if you are of retirement age, a direct IRA transfer.

Asset Transfer Process Diagram

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Kennedy Krieger Foundation.
  • Kennedy Krieger sells your securities and uses the proceeds for our programs.
  • Use our Stock Transfer Form to facilitate the gift.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Cash vs. Stock Calculator

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The material presented on this website is not offered as legal or tax advice.