Gifts of Stock

Support Our Services

One of the most advantageous ways to contribute to Melmark is through a gift of stock. Making a gift of securities is simple and offers a number of valuable financial benefits:

  • You can donate appreciated stocks, bonds or mutual funds
  • Total value of the stock upon transfer is tax-deductible
  • No obligation to pay any capital gains taxes on the appreciation

Your Broker Can Help

Your broker can assist you in making a gift of stock via a direct transfer to Melmark. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.

To request more information please contact Ellen M. Donohoe, Vice President, Office of Advancement, (610) 325-4996 or edonohoe@melmark.org