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