Donate Stock

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to EFAA. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction at the same time.

It’s simple to get started

1. Consult with your tax advisor to understand how donating securities may impact you and your family.

2. Download our stock gift instructions here, and share with your tax advisor to initiate the transfer.

3. Notify us of your gift to be sure to receive an acknowledgement letter.

For questions, please contact Ashley Rumble, Director of Development & Communications, or 303-951-7696. Thank you for your support!

Here’s an example of how your dollars can go farther*:

Original cost of securities: $1,000
Fair market value today: $5,000

Selling your securities and donating the proceeds Donating your stock directly to EFAA
Capital gains tax you may pay**  -$952 $0
Gift to EFAA/
Charitable tax deduction
$4,048 $5,000

What does this mean for local families?

As a grassroots community safety net, every additional dollar donated to EFAA makes a difference in empowering families to thrive and strengthening our community.

$500 prevents one family from losing their home by providing one month of rental assistance
$1,000 feeds 20 families so they can reallocate their limited budget to rent
$4,500 houses a homeless family for 3 months in a safe and stable home as they work to get back on their feet

Disclaimer: Everyone’s situation is different. You should consult with your own tax, legal and accounting advisors before engaging in any transaction. 

*Example adapted from Fidelity Charitable, Donating Stock to Charity. This material has been prepared for informational purposes only, and is not intended to constitute legal or tax advice.
** Calculated with maximum federal long-term capital gains rate of 23.8%