STOCKS & APPRECIATED
ASSET GIFTS
Ready To Get Started?
Making a gift of stock is simple, and we’re here to help every step of the way. Complete our short form and our Individual Giving Team will follow up with the details you need to make your transfer.
For questions about Stock and Appreciated Asset Gifts please contact:
Michelle Dueñas
Director of Philanthropy Operations
(210) 431.8306
mduenas@safoodbank.org
Gifts of Stock and Appreciated Assets
Many people choose to contribute to the mission of the San Antonio Food Bank by transferring securities instead of making a direct contribution of cash. Should you choose to make a gift of securities, you will not pay capital gains tax on your gift – and you may be able to claim a Federal income tax deduction based on the full fair market value of the securities on the effective date of your gift.
There are several ways to transfer stock to the San Antonio Food Bank. The most convenient way to donate stock is to use electronic wire transfer.
For further information or help, please contact our Individual Giving Team (their contact information is at the bottom of this page). We will be able to assist you with the details of the transfer.
Charitable IRA Rollover or Qualified Charitable Distribution
The charitable IRA rollover is also knows as a qualified charitable distribution (QCD). This is a special provision that allows certain donors to exclude taxable income, and count toward their required minimum distribution, certain transfers of Individual Retirement Account (IRA) assets that are made directly to public charities.
On December 18, 2015, President Obama signed legislation indefinitely extending the charitable IRA rollover, making it retroactive to January 1, 2015, with no expiration date.
Donor Advised Funds
A donor advised fund (DAF) is a non-profit giving program administered by a third party. You contribute to the account, which grows tax –free. You can recommend, but not direct, how much and how often you would like to distribute money from the fund to the San Antonio Food Bank or other organizations.
You qualify for a federal income tax charitable deduction at the time you contribute to the account.
The information above is intended to introduce certain concepts, and we caution you not to rely on it for any legal, tax, or other purpose. You should obtain the advice of your legal and tax advisors before making any gift.
For questions or more information please contact: