Donating appreciated stocks, bonds, treasury notes, or other securities can be one of the most tax-efficient ways to give and allow you to have an immediate impact on the fight for quality sex ed nationwide.
If your securities have been held for at least one year, the full value of your gift is tax-deductible, and you’ll avoid capital gains tax on any appreciation. Your gift is considered fully deductible on the date it reaches our account.
How to Make a Gift of Stock or Securities
Step 1
Complete the form below, notifying SIECUS of your intent to give stock as well as the transfer details:
Step 2
Within 3-5 days of completing the above form, we will provide instructions for you to give to your broker to initiate the transfer.
Frequently Asked Questions
Yes, stock and security donations are tax-deductible to the full extent allowable under the law.
SIECUS accepts the following securities:
- Equity Securities:
- Common Stock
- Preferred Stock
- American Depositary Receipts (ADRs)
- Closed-End Funds
- Exchange-Traded Funds (ETFs)
- Unit Investment Trusts (UITs)
- Rights and Warrants
- Limited Partnership Interests
- Debt Securities:
- Corporate Bonds
- Municipal Bonds and Notes (including Variable Rate Demand Obligations, Auction Rate Notes, etc.)
- U.S. Treasury and Federal Agency Securities
- Government-Sponsored Enterprise Bonds
- Medium-Term Notes (MTNs)
- Certificates of Deposit (CDs)
- Commercial Paper (CP)
- Asset-Backed Securities (ABS)
- Collateralized Mortgage Obligations (CMOs)
- Zero Coupon Bonds
- Bank Notes
- Discount Notes
- Money Market Instruments:
- Money Market Funds and Short-Term Debt Securities
SIECUS does not accept the following:
- Over-the-counter (OTC) stocks not meeting DTC criteria
- Penny stocks (often under $4/share), depending on the brokerage or provider
- Cryptocurrencies
- Fractional shares
- Most mutual funds, physical securities, and some foreign securities not registered for DTC custody
Please email development@siecus.org with any questions you may have.