When supporting a cause you care about, there may be a smarter way to give than writing a check. Donating appreciated stock to The WARM Place can provide significant tax advantages while helping ensure that grieving children and their families receive year-round support at no cost to them.
As the value of stocks and mutual funds grows over time, many donors find themselves holding assets that have appreciated substantially. By donating those securities directly to The WARM Place, you may be able to maximize both your charitable impact and your tax savings.
Benefits of Donating Appreciated Stock
Avoid Capital Gains Taxes—
If you sell appreciated stock, you may owe capital gains taxes on the increase in value. By transferring the stock directly to The WARM Place, you may avoid paying those capital gains taxes entirely.
Receive a Charitable Income Tax Deduction—
In many cases, donors who itemize deductions can claim a charitable deduction for the full fair market value of the stock at the time of the gift, provided it has been held for more than one year.
Make a Bigger Impact—
Because you may avoid capital gains taxes, the full value of your stock can go toward supporting grieving children and families rather than being reduced by taxes. That means your gift can have an even greater effect on The WARM Place’s mission.
Simplify Your Portfolio—
Donating appreciated securities can be an effective way to rebalance your investment portfolio while supporting a cause you value.
Your Gift Makes a Difference
Every stock gift helps sustain The WARM Place’s year-round grief support programs, which provide peer support groups, education, and resources to children, teens, young adults, and caregivers after the death of a loved one. Because our services are offered at no cost to families, charitable support is essential to ensuring that no child has to grieve alone.
Whether you are considering a year-end gift, planning for tax season, or looking for a meaningful way to make a larger charitable impact, a gift of appreciated stock can be a powerful way to invest in hope and healing.
Before making a gift, we encourage donors to consult with their financial advisor or tax professional to determine how a stock transfer may benefit their individual financial situation.
To learn more about making a gift of stock to The WARM Place, please contact our Director of Development, Katie Lane: 817-870-2272 or katie@thewarmplace.org. Together, we can transform appreciated assets into lasting support for grieving families.
