Donate Stocks, Bonds, Mutual Funds, or Other Securities

Upon making a donation, you will receive an email notification from The Giving Block that your gift is being processed. In some circumstances, you may need to take action with your broker. The email will have instructions on any next steps. Charitable donations of stock are processed safely and typically within 6-8 business days with The Giving Block's distribution partner. Processing times can be longer during December or when dealing with restricted stock. All Stock donations made via The Giving Block are non refundable. We are not able to give refunds if you changed your mind or made the wrong decision. 

Are stock donations tax-deductible?

By donating appreciated securities (stocks, bonds, mutual funds, and other securities) that you've owned for more than a year and one month and have gone up in value, you can reap great tax advantages while rebalancing your portfolio. 

If you directly transfer your appreciated stock to RMHOC, instead of selling it yourself first, you won’t have to pay any capital gains tax. Plus, you may be entitled to a significant tax deduction. 

If you would prefer to make your donation through your broker, access our transfer information here to notify us of your generosity, so that we can thank you! 

Have a Question?

We would be happy to speak with you in confidence, with no obligation. Contact Ruth Wu, Director of Development, at (714) 516-3669 | [email protected]