Stock
Gifting

Help children in need get The Most Amazing Care AnywhereTM.

Stock
Gifting

Help children in need get the most amazing care anywhere.

Maximize Your Impact with Stock Donations

A simple, tax-savvy way to support Shriners Children’s™. Click below to start your stock donation today!

Your Gift Goes Further

Donating appreciated stock is one of the most tax-efficient ways to support Shriners Children’s™.

When you give stock, you avoid paying capital gains taxes and can deduct the full market value of the asset on your tax return. It’s a win-win for you and us. And now it’s fast, safe and easy to do.

Not ready for stock gifting? No problem! You can still give through a traditional channel to help kids in need.

Secure & Private by Design

DonateStock recognizes the sensitive nature of data entrusted to us and Shriners Children’s. Protecting customer information is a high priority and part of our standard business processes. To this end, DonateStock has established a formal information security program designed to reduce cyber risk and protect sensitive customer information from loss or unauthorized disclosure.

Donating Stock Has Never Been Easier

Shriners Children’s has partnered with DonateStock.com to enable our supporters to make stock donations in 10 minutes or less.
You can now donate stock from your brokerage to Shriners Children’s through a secure portal, making the gifting process fast, safe and easy.

Frequently Asked Questions

  • Avoid paying capital gains tax on appreciated securities held more than 1 year. Capital Gains and NII Taxes range from 18.8% to 37.1%, depending on income and state of residence.
  • Receive a charitable tax deduction for the full fair market value
  • Have greater impact by making a pre-tax gift
  • You can donate publicly traded stocks, mutual funds, and ETFs held for more than one year
  • Stock may not be restricted and must be traded on a major exchange
  • Deduction is limited to 30% of your adjusted gross income (AGI)
  • For gifts over $500, file IRS Form 8283 with your tax return.

While we are not financial advisors, your stock donation is tax-smart because you can avoid capital gains tax (between 18% -— 40%) and, Shriners Children’s will receive the full value of your contribution. You may also deduct the fair market value of the stock. Please consult with a tax professional.

DonateStock is transforming charitable giving by making stock gifting easy and accessible to millions of nonprofits and donors. DonateStock streamlines the stock gifting process to help donors save on taxes while helping nonprofits tap into new sources of funding.

Yes! DonateStock was designed with security and privacy in mind and is hosted on one of the world’s most trusted platforms. DonateStock has passed security and compliance assessments from some of the country’s largest and most sophisticated organizations.

There’s no cost to you or your advisor.

  • End of Year tax planning (before the 12/31 deadline for charitable deductions).
  • When you need to harvest gains: take gains and reduce risk while avoiding capital gains tax.
  • When satisfying pledges, sponsoring an event, purchasing a table or bidding in an auction.
  • Legacy Planning: reduce estate taxes by gifting stock in your Will.
  • Stock gifts occur via transfer of shares from your account to an account managed by our stock gifting partner, Donatestock Charitable, Inc.
  • There’s no paperwork, calls or email required. Everything is done online in minutes.
  • It takes 2-5 business days for the stock to be transferred; you’ll be notified when the stock arrives.
  • An acknowledgement letter (tax receipt) will be sent to you by DonateStock Charitable when the gift is received.
  • The gift will be valued based on the date the shares are received.
  • Direct your advisor to the nonprofit’s page on donatestock.com
  • They will click “Donate Stock” and select the Advisor option, allowing them to quickly obtain the information they need to initiate the gift on your behalf.

Consider these criteria when donating appreciated securities:

  • Portfolio concentration: Donate shares of overweighted positions to diversify your portfolio.
  • Biggest gainers: Donate your biggest long-term winners and select the Lot with the lowest cost-basis for maximum savings.
  • A little-known strategy is to donate appreciated shares and purchase them back in the open market. This allows you to deduct the gift, avoid capital gains tax, and reset your cost basis at the current price. This will reduce your tax when you sell that stock in the future. 
  • Example: donate 1 share of Apple (worth $200) that was purchased for $50. You may deduct the $200 gift, avoid the tax on the $150 gain and establish a new cost basis at $200.

YES. A receipt from DonateStock Charitable for the US Dollar value of your stock gift may be downloaded from your donor dashboard after the transaction is completed and the proceeds are distributed to Shriners Children’s.

You will be notified by email when the donation has been submitted and received. You can also view the status of your stock donations in your Donor dashboard. Simply log in to view it.

There is no limit on charitable stock gifts but the IRS limits the amount you may deduct for non-cash gifts at 30% of your Adjusted Gross Income. Again please speak with a financial advisor for details.

Sign in here to register or view your account activity.

After logging in, select “My Donations” from the drop-down menu in the upper right corner of your screen.

Disclaimer: This information is provided for educational purposes only and is not intended to serve as legal, tax, or investment advice. Please consult with a professional tax advisor.

Still have questions?

Get in touch with our team at DonorRelations@shrinenet.org