Charitable Stock Gifts

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Utilize your investments for good! Donating appreciated assets averts federal capital gains taxes and provides a federal income tax deduction for the current market value of the gift.

HOW IT WORKS

  • Email us for UrbanPromise Charlotte’s brokerage account information to make the donation.

  • Share the brokerage information with your financial institution to activate the share transfer. Please let us know if your institution needs anything additional from UrbanPromise to initiate the exchange.

  • Stock donations often do not come through with personal acknowledgment information attached. We want to acknowledge your gift with a '“thank you” and a receipt for your tax records! Unless you’d prefer to donate anonymously, please be sure to let us know that you’re transferring a gift.

Did you know that you can also use appreciated assets to establish a Donor Advised Fund? Learn more about giving through a DAF here!