Donate Stocks and Securities

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It’s easy to transfer stocks and other securities, held by your bank or brokerage or held by you, as a gift to Community Resource Center:

  • You can donate appreciated stocks, bonds or mutual funds. They must be publicly-traded and you must have held them for more than a year.
  • The total value of the stock upon transfer is tax-deductible.
  • There is no obligation to pay any capital gains taxes on the appreciation.

A gift of appreciated securities may be right for you if:

  • You want to diversify your assets without having to pay the capital gains taxes that would result from the sale of appreciated stocks, bonds or mutual funds.
  • You have held stocks, bonds, or mutual fund shares for more than a year and they have increased in value.
  • You want to make a gift that does not affect your cash flow or liquidity.

How it works:

  1. You transfer appreciated stocks, bonds or mutual fund shares that you have owned for more than a year to Community Resource Center.
  2. We sell them and use the funds to support our programs.
  3. You receive a tax deduction for the fair market value on the date of transfer, no matter what you originally paid for them.
  4. You pay no capital gains tax on the transfer.

Contact Us

Community Resource Center
Development Department
650 2nd Street
Encinitas, CA 92024
development@crcncc.org
(760) 230-6307

Contact Us

Securities Held By Your Banker/Brokerage

Please specify Community Resource Center on any correspondence with your brokerage or bank to avoid unidentified gifts.

Stock donations transferred directly to our broker arrive in our account with no donor information. In order for us to provide a receipt for a stock gift it is essential that we know the donor’s name and address as well as the type of stock, number of shares and expected date of transfer.

Contact CRC’s Development Department for the information you need to provide your bank or broker to make the gift:

Community Resource Center
Development Department
650 2nd Street
Encinitas, CA 92024
development@crcncc.org
(760) 230-6307

Securities Held By You

Please contact Community Resource Center’s Development Department for complete instructions. If you hold a stock certificate, you will be asked to send it to us and enclose a letter stating the purpose of your gift.

1. Send your letter and certificate(s) without any endorsement, assignment, or other notation to:
(by first class mail or overnight carrier)
Community Resource Center
Attn: Development Department
650 2nd Street
Encinitas, CA 92024

2. Sign and send any additional forms as instructed by the Development Department; please send in a separate envelope from the letter and certificates, with a copy of the letter, to the address above.

Community Resource Center’s Tax ID #: 95-3497926.

NOTE: Always check with your tax advisor and plan ahead when gifting ownership of stocks, bonds and/or mutual fund shares. Timing is critical to ensure you receive tax credits as intended. Sale date, transfer date, postmarked date (mailed items) or date of receipt (shipped items) by Community Resource Center may affect year of credit eligibility. Mutual funds are valued at the “net asset value.”

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