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Stocks & Securities
Multiply Your Impact by Donating Stock
100% of every dollar — and every share — supports our life-changing mission.
Gifting appreciated stocks, bonds and mutual funds is one of the most tax-efficient ways to support HealthTree's mission. When you donate stock, you help unite patients and researches, fueling collaboration that leads to real breakthroughs in treatment and care.
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
Need Assistance?
If you've included HealthTree in your financial plans, please let us know—we want to ensure your gift is used exactly as you intend and to welcome you into our Legacy Society with gratitude.
If you're still considering a gift or have any questions, we'd be honored to speak with you.
Please contact our Financial Advisor, Laura Gilman, at laura@healthtree.org, to start the conversation.
CONTACT our financial advisorHow 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.
100% of every dollar, you give supports our life-changing mission — consistently earning us top ratings from the nation's leading charity evaluators.
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