Gifts of Securities

Gift of Securities

Donations of appreciated securities or mutual funds support CRS’ lifesaving work around the world while offering tax and financial benefits to you, the donor.

• You are eligible for a charitable income tax deduction on the fair market value of the securities on the date of transfer.
• You pay no capital gains tax on securities you donate that you’ve held for more than one year.
• Donating securities can help you re-balance your portfolio.

Please contact CRS before you initiate your gift of securities so we can identify and acknowledge your gift promptly when it arrives. Donations of securities can take several forms, so we've prepared these Securities Giving Instructions for you and your broker.