Stocks & Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to New Pathways for Youth.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Help us continue to transform the lives of youth
How to make a gift of stocks and bonds
By electronic transfer: Please contact our team at philanthropy@npfy.org or call 602-258-1012 for instructions on how you can transfer stock or bonds
from your brokerage or investment account to New Pathways for Youth.
More on Gifts of Stocks & Bonds
There are special rules for valuing a gift of stock. The value of a charitable
gift of stock is determined by taking the mean amount between the high and
low stock price on the date of the gift. Mutual fund shares are valued using
the closing price for the fund on the date of the gift.
Contact us
If you have any questions about gifts of stocks and bonds, please contact our philanthropy team at philanthropy@npfy.org or call (602) 258-1012. We will be happy to assist you and answer any questions you might have.
*This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.