Your Gift of Appreciated Securities

A Tax-Savvy Way to Benefit from Growing Assets

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Society for Science. Making a gift of stock or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Two ways to give securities:

An outright gift. When you donate securities to the Society, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will transfer to one or more persons or charities after your lifetime.

Additional ways to fund your gift:

*State laws govern “transfer on death” designations on brokerage accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

Discover More

View My Free Brochure

Calculate Your Benefits

Submit a few details and see which gift is right for you.

See My Benefits

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit

Next Steps

  1. Contact Bruce Makous, CAP, CFRE at 202-872-5138 or plannedgiving@societyforscience.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Society in your plans, please use our legal name and federal tax ID.

Legal name: Society for Science
Address: 1719 N Street, NW, Washington, DC 20036
Federal tax ID number: 53-0196483

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit