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Stocks & Securities
Gifting appreciated stocks, bonds, and mutual funds is one of the most tax-efficient ways to support our cause and become a Cure Contributor.
When you donate securities directly to our organization, you'll receive a tax deduction for the full fair market value - and you'll avoid paying capital gains taxes on any increase in value.
Benefits of Donating Securities
Receive an income tax deduction
Avoid paying capital gains tax on appreciated securities
Make a bigger impact by saving on taxes
Let us know if you have included us in your plans so we can ensure your gift is used as you intend and invite you to our Legacy Society.
How to Donate Securities
1
Complete Form
Contact your broker to transfer the securities to our brokerage account
2
Contact Broker
Simply Drag and drop your image or click to select a file to upload.
3
Get Receipt
Receive a tax receipt for the full market value on the date of transfer.
Your generosity in the form of stock gifts helps us to unite patients and researchers
through cutting-edge technology so they can work together to discover lifesaving
treatments for blood cancers.
Thank you for your support!
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HealthTree Foundation is a qualified 501(c)(3) tax-exempt organization.
Copyright © 2024 HealthTree Foundation. All rights reserved.
Tax ID 45-5354811