About gifts of stocks, securities, & mutual funds
Gifts of appreciated stock and securities are a cost-effective and tax-friendly way to fund research and care for those facing breast cancer. You may be eligible for a tax deduction based on their full fair-market-value and avoid paying the capital gains.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Use this tool to transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Don’t wait to make an impact, donate stock today
This easy-to-use, secure online tool makes donating stock simple for our supporters.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Trish Davis, CFRE
Title :VP, Strategic Philanthropy
Phone: 972-701-2171
Email: tdavis@komen.org
Already included us in your estate plan? Let us know.
Estate & Beneficiary documents or notifications
can be mailed to:
Susan G. Komen
Attn: Planned Giving
13770 Noel Rd.
Suite 801889
Dallas, TX 75380
Questions? Please call Trish Davis or email plannedgiving@komen.org
Susan G. Komen’s federal tax identification number is 75-1835298.
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.