## Breadcrumb - [Home](/) - [How You Can Help](/how-to-help) - [More Ways to Give](/how-to-help/more-ways-to-give) ## Breadcrumb - [Home](/) - [How You Can Help](/how-to-help) - [More Ways to Give](/how-to-help/more-ways-to-give) # Stock & Other Securities ## 💡 Quick Summary - Support Parkinson’s research and care by donating stock or mutual fund shares, a tax-efficient way to give that may reduce capital gains taxes. - Maximize your charitable impact by contributing appreciated, long-term securities, allowing you to receive a deduction for the full fair market value while avoiding capital gains taxes. - Stock donations help the Parkinson’s Foundation advance research, education and care programs, improving quality of life and [accelerating progress toward a cure](/advancing-research "Advancing Research"). ![photo of businessperson looking at CGI-style stock graph](/sites/default/files/styles/no_sizing/public/images/stocksandothersecurities.jpg?itok=FTdlWjVr) ## Stock and Mutual Fund Shares Did you know that gifts of stock can give you a tax benefit even in a fluctuating market? These gifts can reduce the capital gains you would pay without changing your portfolio. Donating a charitable gift of stock or mutual fund shares is a great way to improve the lives of those with Parkinson’s disease and receive an end-of-the-year tax deduction. Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. You can donate shares of stock directly to a nonprofit of your choice or choose to liquidate the stock into a [**Donor Advised Fund**](https://www.parkinson.org/daf) and issue donations, called grants, from that account. **In addition to receiving a charitable deduction for the full, fair market value of such a gift, the donor does not pay any potential tax on the capital-gains of the gift and any sales commission that would be payable upon the sale of the assets.** The example below illustrates a donor with $100,000 in long-term appreciated stock and an original cost-basis purchase price of $10,000: ![Figure 1 – Image and example provided by the National Philanthropic Trust.](/sites/default/files/styles/no_sizing/public/images/securitiesimage.jpg?itok=QnQ4oc7y) *Figure 1 – Image and example provided by the* [***National Philanthropic Trust***](https://www.nptrust.org/what-is-a-donor-advised-fund/daf-tax-consideration/)*.* By donating the stock, this donor would have more available to give and less to pay in taxes. This strategy can allow donors to donate 20% more to the causes they care about! *Note: this illustration example assumes a 35% income tax rate, a federal long-term capital gains rate of 20%, and a Medicare surtax of 3.8%. This does not include any additional state taxes.* Many of our supporters choose to take advantage of this especially smart way to give. - ### Facilitate a Gift of Stock to the Parkinson’s Foundation Thank you for your interest in donating stocks to the Parkinson's Foundation. To proceed with your donation, please fill out the form below to get the necessary information: [Stock donation request form](http://www3.parkinson.org/site/Survey?ACTION_REQUIRED=URI_ACTION_USER_REQUESTS&SURVEY_ID=28356) Once you complete the form, the Parkinson’s Foundation will provide you with the detailed instructions outlining where funds should be sent. If you need additional assistance in completing this form or have any questions, please email Donor Relations at or call us at 1-800-473-4636 (option 2). ### Already made a gift of stock or other securities? **Please notify us!** It is possible that the financial institution will not share your information with us. **Please send a note at** **or** [fill out this form](/sites/default/files/documents/Stock-Form-2024.pdf "Stock-Form-2024.pdf") when you have requested a stock transfer from your financial institution, so we can make sure to thank you and ensure that your gift goes where it is intended. [Email Us](mailto:DonorRelations@Parkinson.org) *The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your benefits.* ### Monthly Gifts Your ongoing support provides steady funding that we can count on to remain innovative in our work to make life better for people with Parkinson’s. [GIVE MONTHLY](?form=19983-monthly) ### Leave a Legacy Help us change the future of Parkinson’s disease. [LEARN MORE](https://impact.parkinson.org/) - Share on Facebook - Share on X - Share on LinkedIn