DONATING STOCKS TO GATHER:MAKE:SHELTER

Giving appreciated stock is one of the most tax-efficient ways for donors to support Gather:Make:Shelter. Gather:Make:Shelter welcomes donations of stocks and other appreciated funds. Accepting stock donations allows us to deepen our impact and provides you a smart and powerful way to give.

WHY DONATE STOCK?

When you donate stock directly to Gather:Make:Shelter, you can:

  • Avoid capital gains taxes (which can be up to 40%)

  • Reduce your taxable income

  • Receive a charitable deduction for the full market value of the stock

It’s a win-win: you maximize your gift’s impact and receive greater tax benefits than if you sold the stock and donated the proceeds.


THE IMPACT OF A
SINGLE SHARE

Just one share of Amazon stock-currently valued at over $3000-can provide a meaningful boost to our programs. A gift like this could fund multiple community art workshops, sponsor materials for housing support efforts, or help a participant transition into stable housing.

HOW TO DONATE STOCKS

It’s quick, secure, and tax-smart.

Follow these three simple steps to make your stock donation.

  1. Contact Us For Our Brokerage Information
    To initiate a stock transfer, you’ll need Gather:Make:Shelter’s brokerage account details.

    • Email us at info@gathermakeshelter.org. We’ll send you the account name, DTC number, and account number for your broker to process the transfer.

  2. Initiate The Transfer Through Your Broker
    Ask your financial advisor or brokerage firm to transfer your shares directly to Gather:Make:Shelter’s brokerage account. Please instruct them not to sell the shares first, as this can eliminate the tax benefits.

    • Be sure to include your name and contact information in the transfer notes or alert us separately so we can properly acknowledge your gift.

  3. Let Us Know Your Gift Is Coming
    To ensure a smooth process and provide you with a timely tax receipt, please let us know the following:

    • Your name and contact info

    • The name and number of shares you are donating

    • The name of your brokerage firm

    • The approximate date of the transfer

  4. Notify Gather:Make:Shelter of your donation by emailing info@gathermakeshelter.org.

Gather:Make:Shelter is a charitable nonprofit corporation exempt under the Internal Revenue Code 501(c)(3); EIN 38-4066320