Donate Stock

When you gift stocks and other securities directly to CVT, you make an outsized impact without taking money directly out of your bank account. Plus, neither you nor we will be taxed on the gains for appreciated assets you donate.

Meet your giving goals, enjoy potential tax benefits, and contribute to the change you want to see.

Ways to Donate

FreeWill

CVT has partnered with FreeWill to enable you to do the most good for the people and causes you love. FreeWill is FREE to use. Use this tool to learn more and complete the necessary steps to make a gift of stock.

If you are ready to get started with FreeWill, use the button below to start your stock gift.

Direct Transfer

If you want to donate outside of the FreeWill platform, direct your plan administrator to transfer your stock to our account.

Have Questions?

Please contact Laura Kuhlmann, Head of Donor Engagement, at [email protected].

Benefits of Donating Stock

• Avoid capital gains tax. Gifting stock avoids federal capital gains tax and most donors can also claim an income tax deduction for the stock’s full market value
• Make a bigger impact. 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.
• It’s quick and easy. Whether you want to do it yourself or get help from your financial advisor, donating stock takes as little as ten minutes with our online tool.

How it works

1. Select which securities to donate: You’ll need your brokerage name, account number, stock name, and number of shares you want to donate. Donors generally incur the greatest tax benefit when donating appreciated stock that has been held for more than a year. Please contact your brokerage if you have any questions.
2. Submit a request to transfer the securities: Use our free online tool (FreeWill platform) to complete the necessary forms in as little as ten minutes. Submit them securely online through DocuSign or choose to print and mail the completed forms yourself.
3. CVT receives your gift: Once complete, you’ll receive a tax acknowledgment for the market value of your gift.

Let Us Thank You

Every time a gift of stock is donated, regardless of the method chosen to deliver the gift, we appreciate certain information for audit and gift acknowledgment purposes. Complete the form below to let us know and we will be in touch:

The information found on this page is intended for informational purposes only. We recommend consulting with a trusted financial advisor before making decisions involving your estate.