Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to United Way of Greater Houston.
Use our free tool to make a smart gift of stocks
There you may download a form with transfer instructions and mail it to your broker.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
