Maximize Your Impact
When you gift stocks and other securities directly to a charity, you make an outsized impact without taking money directly out of your bank account. Plus, neither you nor the charity will be taxed on the gains for appreciated assets you donate.
Meet your giving goals, enjoy potential tax benefits, and contribute to the change you want to see. That’s a triple-win.
How It Works
| 1 | 2 | 3 |
|---|---|---|
| Select which securities to donate |
Submit a request to transfer the securities |
Charity receives your gift |
| You’ll need your brokerage name, account number, stock name, and number of shares you want to donate. Donors generally incurthe greatest tax benefit when donating appreciated stock that has been held for more than a year. Please contact your brokerage if you have any questions. | Use our free online tool to complete the necessary forms in as little as ten minutes. Submit them securely online through DocuSign or choose to print and mail the completed forms yourself. | Your stock is transferred to the Kinexion Network. Once complete, you’ll receive a tax acknowledgment for the market value of your gift. |
Simplify Stock Gifts with FreeWill
The Kinexion Network works with FreeWill’s platform, making it easy for you to donate stock and other securities.
Save time for yourself and the charity
If you gift stocks through your brokerage, charities are provided limited information about the gift. It can be difficult for them to match stock gifts with donors. When you use this tool, charities automatically know who sent the gift for recognition and tax acknowledgement purposes. It’s less administrative overhead for charities.
Personalize your gift
You can include a personal message with your gift and earmark it for specific funds.
Thank you, again, for your support of the Kinexion Network.
