WeConservePA has updated its guide, Donation of Stock and Other Securities.

For both donors and recipients, the donation of stock and other marketable securities can be more advantageous than a cash donation. This guide focuses on:

  • Why such donations can be an attractive option that allows the donor to effectively donate more overall money for the intended recipient organization;
  • Outlining the basic procedure for such transfer donations;
  • Exploring the nuances of when such a donation might create a rationale for utilizing a donation agreement; and,
  • Touching on tax-related details of such a transfer.