By Shaunna Graf
What Is a Gift of Stock?
A gift of stock is a charitable contribution made by transferring shares of publicly traded securities directly to a nonprofit organization.
Rather than selling the stock and donating the proceeds, some donors choose to give the stock itself.
Why Some Donors Choose to Give Stock
Donors often consider stock gifts because they may:
- Avoid capital gains taxes on appreciated securities
- Receive a charitable deduction for the full market value of the gift
- Make a meaningful contribution without using cash
Stock gifts can be especially appealing for individuals who hold long‑term investments that have increased in value.
How Stock Gifts Support Bernheim
Gifts of stock help Bernheim advance its vision of a world where nature is cherished, protected, and restored by supporting:
- Forest and habitat restoration
- Trails and outdoor access
- Education programs for all ages
- Long‑term stewardship of the land
Every gift—no matter the size—contributes to Bernheim’s future.
Is Giving Stock Right for You?
Every donor’s situation is unique. A stock gift is just one of many ways to support Bernheim while aligning charitable giving with personal financial planning.
We encourage donors to consult with their financial or tax advisor when considering any charitable gift.
Learn More
For a general educational overview of how stock gifts work, you may find this resource helpful:
- Investopedia: Gift of Stock Overview (Investopedia Article Stock Gifts)
If you’d like to explore giving stock to Bernheim or have questions about the process, our Advancement team is happy to provide information. Contact our Advancement team via email or call (502) 955-8512, option 7. Are you ready to give a gift of stock? Download this non-profit information form to send to your financial advisor or brokerage firm.
