Donate Stocks
You can make a gift of appreciated securities—publicly traded stocks, bonds, and mutual fund shares—to ORF while avoiding capital gains tax and/or securing a stream of income. It’s easy, and it makes an impact!
How It Works
- You transfer securities to ORF.
- ORF sells the securities and uses the proceeds to fund essential ORF programs.
How You Benefit
- You receive credit and an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).
- You completely avoid capital gains tax. Note: To garner the greatest tax savings, the stock contributed must have been held by you for more than 12 months.
Stocks
If you have any appreciated stock, you can use this secure online giving tool that guides you through the steps of making your donation to us, while saving on taxes. Please contact rcogen@ohioriverfdn.org with any questions.
Donating appreciated stock is one of the easiest ways to give more to the cause you care about!
Your stock donation is a great way to support our mission, provide an income tax deduction for the full market value
and avoid capital gains tax on the appreciated value.
Mutual Funds
Before giving mutual funds, please contact Rich Cogen at rcogen@ohioriverfdn.org or 513-460-3365 with the fund name and ticker symbol. We will then provide you with instructions for transfer.
