Give Investments
You can give HOPE by transferring appreciated stocks, bonds, and mutual funds in a taxable investment portfolio.
Stocks & Bonds
Giving stocks can provide an opportunity to avoid capital gains tax, receive a tax deduction, and donate in a simple way that aligns with your values.
Compared with selling your appreciated securities and contributing the after-tax proceeds, you may be able to increase your gift and tax deduction by donating stock to charity.
Ready to learn more?
Simply fill out this form and we will be in touch with everything you and your financial advisor need to know.