Appreciated Stock, Mutual Fund or Exchanged Traded Fund (ETF)

Maximize Tax Benefits: Did you know that donating stock, an ETF, or a mutual fund to HAVEN can provide double tax benefits?

Avoid Capital Gains Tax: If your stocks, ETFs, or mutual funds have risen in value, donating them as a gift to a qualifying charitable organization, like HAVEN, allows you to avoid the capital gains tax on any paper profit.

Maintain Cash Flow: By using appreciated securities as a donation, you can maintain your cash on hand while still receiving a charitable tax deduction for the full fair market value of the securities owned for more than one year.

Diversify Your Portfolio: If you own a significant number of shares of your employer's stock and want to reduce risk, donating this appreciated stock to a qualifying charitable organization helps you avoid capital gains tax and provides a charitable tax deduction for the full fair market value of the securities owned for more than one year.

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