Donating shares of stock is a tax-savvy way to help save lives!

Gifts of Stock and Appreciated Securities​

When you gift stocks and other securities, you make an outsized impact without taking money directly out of your bank account. Plus, neither you nor the Circle for Children will be taxed on the gains for appreciated assets you donate.

Meet your giving goals, enjoy potential tax benefits, and contribute to the mission of the Circle for Children. 

Why choose this gift type?

• You may receive immediate income tax savings.
• You may be able to avoid capital gains tax on appreciated stock.
• When you give appreciated stocks directly to charity, your gift can be up to 20% larger because you avoid the taxes you’d incur from selling and donating the cash.
• Donations of appreciated securities may be designated for a specific fund or purpose in the Circle for Children’s mission.

​What are the benefits?

• Receive Immediate Income Tax Savings: When you give a gift of stock, bonds, or mutual funds, you’re eligible for a tax deduction for the full fair market value of the securities on the date you transfer ownership to the Circle for Children, provided you have owned the securities for at least one year. You may use this non-cash deduction for up to 30 percent of your adjusted gross income, and any unused portion of your deduction may be carried forward for up to five years. 
• Stock Gifts Cost Less: For example, you purchased stock 5 years ago for $1,000. Between the date you purchased the stock and today, that stock has increased in value from $1,000 to $5,000. This increase in value is commonly referred to as a capital gain. If you transfer your stock as a gift to the Circle for Children today, you may be potentially making a $5,000 gift that only costs you $1,000. 
• Avoid Capital Gains Tax on Appreciated Stock: By transferring ownership of appreciated securities to the Circle for Children outright, you bypass 100 percent of the capital gains tax which would apply if you liquidate the asset yourself. For this reason, it is imperative that transfer of ownership of appreciated securities to the Circle for Children takes place prior to the sale of the asset(s).

​How it works?

STEP 1:  You transfer securities to the Circle for Children.

STEP 2: The Circle sells the securities and uses the proceeds to benefit Georgia's children.