Stocks/Securities/Mutual Funds

Stocks/Securities/Mutual Funds

Unlock the Power of Your Appreciated Securities

Gifts of publicly traded stocks, bonds, or mutual fund shares can yield a wealth of potential benefits for you and CMCS. 

With this type of gift, you can:

  • Eliminate capital gains taxes on the securities you donate—if you've held them for more than one year.
  • Qualify for an income tax charitable deduction based on the current fair market value of the securities on the date of the gift, depending on your tax situation.
  • Provide valuable support to CMCS's children and adults, services, and educational programs.

Ways to Donate 
Stocks/Securities/Mutual Funds

Appreciated securities are among the most versatile and economical assets to donate.

Life Income Gift

Use appreciated securities to fund a charitable trust or gift annuity, which can provide you, your spouse, or other beneficiaries annual income for life.

For more information, please email us at

Please contact us with any questions you may have about those we serve or the work that we do at Cardinal McCloskey Community Services.