Securities Transfer

Donating publicly traded stock that has increased in value may provide better tax benefits than giving cash. It is easy and convenient to make such gifts to JCA.

By donating long-term appreciated securities (stocks, bonds, or mutual funds), you can avoid the capital gains tax that would be due if you sold the same securities for personal benefit. You may also save on brokerage fees because you are transferring rather than selling stock.

We strongly advise, however, that you contact your accountant or tax adviser to determine the exact income-tax implications of your gift.

Important Notes

  • Please contact Hal Bordy, JCA’s Senior Director, Development, for the DTC transfer instructions by phone at 301-255-4241 or by email.
  • We have removed the transfer information from the website as it is often difficult and sometimes impossible for us to match names with transfers. By contacting JCA and letting us know of your plan to make a transfer of securities, we can easily track your generous gift, confirm it was received, and thank you promptly.