Stocks & Bonds
Make a gift of publicly-traded securities to Americans for Prosperity.
A gift of publicly-traded securities could be right for you if:
- You own publicly-traded securities that you have owned for at least one year.
- Some of these securities have increased in value since you bought them.
- Some of these securities may provide you with little or no income.
- You would like to make a gift to Americans for Prosperity.
How it works
- You transfer shares of one or more publicly-traded securities, such as stock, bonds, and mutual funds, to AFP.
- The most common ways to give publicly-traded securities are to make an outright gift of your securities.
What are publicly-traded securities?
Publicly-traded securities are stocks, bonds, and other investment vehicles whose values are readily available from an established securities market. For example, stocks listed on the New York or NASDAQ stock exchanges are publicly-traded securities.
Are mutual fund shares publicly-traded securities?
Although mutual funds are sold by individual mutual fund companies rather than on an exchange, the same charitable contribution rules apply to mutual fund shares as to shares of publicly-traded securities. Gifts of mutual funds have the same tax benefits as gifts of individual securities.
Tax benefits of contributing publicly-traded securities
You can potentially save capital gains tax when you give shares of a publicly-traded security that you have owned for a year or more.
Capital gains tax benefit
When you donate publicly-traded securities that have increased in value, and you have owned the securities for more than one year, you do not have to report any of your capital gain in the securities. If you were to sell these securities yourself, you would owe capital gains tax on the difference between the sale price and the amount you paid for them.
Should I give my securities or sell them and give the proceeds?
You should give your securities directly to Americans for Prosperity if you have held them for more than one year and they have appreciated in value. This way, you will avoid paying tax on any capital gain you have in your securities. If you sell your securities first and then give us the proceeds, you will have to pay capital gains tax on all of your capital gain, an unnecessary and potentially substantial cost to you.
Is it easy to make a gift of publicly-traded securities?
Yes. Whether you plan to give one share or one thousand shares, it is easy to give your publicly-traded securities to us.
This information does not constitute legal or tax planning advice. Please consult with your legal or financial advisor. Americans for Prosperity is a §501(c)(4) entity, as determined by the Internal Revenue Service. Contributions to Americans for Prosperity are not tax-deductible. Americans for Prosperity can advocate for and against specific legislation at the state and federal levels.
How Your Gift Helps
Your gifts to Americans for Prosperity help to recruit, educate, and mobilize citizens in support of the policies and goals of a society of mutual benefit at the local, state, and federal level. It will provide Americans for Prosperity with the resources to…