Donate Stock or Mutual Funds

Donating appreciated securities – such as stock or mutual funds is a tax-wise approach to providing for families in need. Many donors choose to give gifts to Amigos Hospitalito Atitlán using long-term appreciated stocks and mutual funds due to the attractive tax advantages associated with such gifts.

The benefits available to you when making a charitable contribution of stock or mutual funds may include:

  • Avoiding federal and state tax on the capital gain;
  • Receiving an income tax deduction (federal and most states) for the full market value of the gift if you itemize deductions on your tax return and have held the assets one year or longer;
  • Making a larger gift at a lower original cost to you.
  • Your tax advisor will need the following numbers:

DTC number for TDAmeritrade is 0188, the Amigos TDAmeritrade account number is 495928522

If you have questions about making a gift of appreciated securities to Amigos Hospitalito Atitlán, please call us at 804-867-7102