Donating Stocks and Other Appreciated Assets
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to Riley Children's Foundation.
Making a gift of securities or mutual funds to us offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds you have held more than one year to us in support of children’s health, you can reduce or even eliminate federal capital gains taxes on the transfer, which can be as high as 20 percent. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
Contact Kate Brinkerhoff, J.D. at 317.808.8601 or KBrinkerhoff@RileyKids.org for additional information on appreciated securities.