You will receive a tax deduction for the full value of the stock at the time of your donation (not just the amount you paid for the stock), if you’ve held the stock for at least one year.
Thank you for your interest in making a stock donation to GlobalGiving! Learn more about how to donate stock and why!
There are major advantages to donating appreciated securities instead of a cash gift. Giving appreciated securities brings you significant tax benefits, which can maximize the impact of your gift. A few tips:
You will receive a tax deduction for the full value of the stock at the time of your donation (not just the amount you paid for the stock), if you’ve held the stock for at least one year.
You will avoid paying both capital gains tax and stock sales commissions. When you give appreciated stocks directly to charity, your gift can be up to 20% larger because you avoid the taxes you’d incur from selling and donating the cash. As a result, you can make a larger impact by donating stock rather than cash.
We have made it incredibly easy for you to give with our online tool. Any decision you make regarding the tax implications of your investments and donations should be made in consultation with your personal tax advisor.
For more information on how to donate stock to GlobalGiving, please contact us.
GlobalGiving utilizes FreeWill’s intuitive step-by-step web tool to allow individuals and financial advisors to make giving appreciated assets easy.
Click here to access GlobalGiving’s FreeWill Stock tool and click the Donate Stock Today button.
Financial advisors should utilize the form found here on FreeWill’s website.
Your broker will need the following information:
GlobalGiving brokerage account:
UBS Financial Services Inc.
Account#: HK00866-4P
DTC#: 0221
UBS contact: Josie Vitetta
Phone +1.201.441.4067
Fax +1.888.497.3102
email: josie.vitetta@ubs.com
Our offices are located at:
1 Thomas Circle NW
Suite 800
Washington, DC 20005
USA
Phone: +1.202.232.5784
US Toll Free: +1.877.605.2314
Fax: +1.202.315.2558
email: gifts@globalgiving.org
You may need the following information: GlobalGiving is a non-profit with 501(c)(3) tax-exempt status, Federal ID #: 30-0108263
Learn more about the associated benefits with FreeWill.
Please remember to let us know the name of your broker and the shares you are donating in an email to gifts@globalgiving.org. It will help us communicate with you quickly once your gift is received. If you hold the stock certificate or the stock certificate is held at a bank or trust company, contact us for help with the transfer at 1-202-232-5784.
You are welcome to designate your donation to multiple projects with a single transaction. The total value of the stock will not be known at the time of the transfer until after it is sold. If you are donating to more than one project, please provide either a by-share or by-percentage breakdown of which projects you would like your donation to go to.
It may be to your advantage to sell the stock and write a check to GlobalGiving. Often, you can claim a loss and pay less in taxes. As always, however, you should consult a tax advisor about your particular circumstances.
