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Gifts of Stocks and Bonds

Stock transfer notification form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Alpha Chi Omega Foundation.

Flowchart: Donor makes a gift of stocks or bonds to Alpha Chi Omega Foundation.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Alpha Chi Omega Foundation.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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