Donate Stock

Growth is worth sharing

Donating appreciated stock, mutual funds, or securities is one of the most effective gifts you can make — for your neighbors and for your tax situation.

Two tax benefits. One gift.

When you donate stock or securities you’ve held for more than a year, two things happen.

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You avoid capital gains taxes entirely

If you sold first, you’d owe taxes on what it gained. When you give it directly, that tax disappears. The full value goes to Second Harvest.

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You get a deduction for the full market value

Not what you originally paid — what it’s worth today. Your financial advisor can walk you through what that means for your situation.

We always recommend talking with your financial advisor before making a stock gift.

For example: A $10,000 stock gift with $6,000 in gains can save roughly $900 in capital gains taxes (assuming 15% long-term capital gains tax rate).

Your savings depend on your stock and your situation. But the capital gains bill is always zero.

$0
in capital gains

Donate appreciated stock directly and you skip capital gains entirely, no matter how much it’s grown.

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Three simple steps is all it takes

  1. Download and fill out the stock transfer form
    It takes a couple of minutes. You’ll add your details and the shares you’d like to give, so we can match the gift to you when it arrives.
    Download the stock transfer form (PDF)
  2. Send it to your broker or advisor
    Share the form to the company or advisor that manages your account. It gives them everything they need to transfer shares to Second Harvest. They handle the rest.
  3. Let us know it’s coming
    Drop a quick note to taxsmart@2-harvest.org. Stock transfers often arrive without donor information, so a heads-up helps us watch for your gift and send your tax receipt promptly.

Questions? We’re glad to help.

Ready to give?

Request the transfer instructions above and share them with your broker. Once the transfer is on its way, drop us a note so we can watch for it and get your receipt out promptly.

Not sure yet?

We are happy to talk it through — no pressure, no pitch. Just a straightforward conversation about whether this makes sense for your situation.

Second Harvest cannot provide specific legal, financial or tax advice. Please consult your tax or financial advisor to determine how these giving options may impact your personal situation.

Tax information

Legal name: Second Harvest Inland Northwest

Employer Identification Number (EIN): 23-7173826

Address: 1234 E. Front Avenue, Spokane, WA 99202

Second Harvest Inland Northwest is a 501(c)(3) charitable organization.

Other ways to give

Already have a DAF? Recommending a grant to Second Harvest takes just a few minutes.

Qualified Charitable Distributions

If you’re 70½ or older, your IRA can give directly to Second Harvest, tax-free, up to $111,000 per year.

Some of our most meaningful gifts come through wills, bequests, and estate plans. Meet the Kay Porta Society.