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Why should I donate stock?
Making a gift of securities is simple and offers a number of valuable financial benefits:
- Avoid paying capital gains tax on the sale of appreciated stock
- The full value of the stock is tax-deductible
- Can qualify for Arizona Charitable Tax Credit
Note: Tax deductions are typically best when stock is donated directly to the Mission rather than selling the stock and donating the proceeds, which will accumulate capital gains tax.
How to Donate Stock–Three Easy Steps
- Request the Mission’s Stock Transfer Form from our Donor Care team at 602-233-3000 (option 3) or donorcare@phxmission.org. This form contains all the information needed for a successful transfer.
- Complete the Form.
- Send the completed Stock Transfer Form to your broker or financial advisor and our Donor Care team so we can recognize and properly acknowledge your gift.
Have questions? Please Donor Care at 602-233-3000 (option 3) or donorcare@phxmission.org for assistance.
*Limitations may apply, consult your tax advisor to learn more about making a gift of stock or other appreciated assets.
