Stocks, securities, mutual funds
A tax-smart way to turn stock gains into impact
A gift of appreciated stocks, securities or mutual funds to Plan International USA helps children around the world get the support they need, while letting you avoid capital gains tax on the appreciation youād owe if you sold the assets yourself. You can also name Plan as a beneficiary of these assets as part of your estate plan.
Benefits
- Avoid capital gains tax on long-term appreciated securities.
- Deduct the full fair market value of your gift, if you itemize.
- Transfer directly from your brokerage account, with no cash out of pocket.
How it works
Review our Stock Gift Information Guide for instructions on transferring appreciated securities directly to Plan International USA.
Notify [email protected] before you transfer your gift, so we can identify and acknowledge it.
Receive a tax receipt confirming your gift.
Securities are sold and the funds are put directly to use for greatest impact.
Questions? Contact:Ā
Kimberly Urish, CFRE
Senior Manager of Leadership Giving
Phone: 401-562-8530
Email:Ā [email protected]