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Gifts of stocks and securities

Donating appreciated securities is a more tax-efficient way to donate.

Make a larger impact by gifting long-term appreciated securities directly to Focus Humanitarian Assistance, USA (FOCUS USA). Appreciated securities include stocks, bonds, and mutual funds. The benefits of gifting appreciated securities include:

  • Eliminating tax on the built-in capital gains and the Medicare surtax, which combined, could be taxed at a rate as high as 23.8%;
  • Taking an immediate income tax deduction equal to the full fair market value of the appreciated securities contributed if you itemize your deductions;
  • By gifting appreciated securities, you are able to share more of your gift with Focus USA when compared to selling the appreciated securities, paying the tax, and gifting the remainder of the cash amount.

FOCUS USA is a non-profit organization pursuant to Section 501(c)(3) of the Internal Revenue Code. Your donation to FOCUS USA may qualify for an income tax deduction in accordance with Federal and/or State income tax laws. Please consult with your tax advisor to determine whether your donation is tax deductible in whole or in part. Nothing in this communication is intended to constitute legal or tax advice.

Please use the form below to make a stock donation or a DAF grant to FOCUS USA

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