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 the Arthritis Foundation. Making a gift of securities 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.
Securities are most often used to support our work in the form of:
An outright gift. When you donate securities to the Arthritis Foundation, 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 be paid to one or more persons or charities after your lifetime.
Additional ways to fund your gift:
- A gift in your will or living trust.
- A donor advised fund.
- A memorial gift.
- An endowed gift.
- A charitable gift annuity.
- A charitable remainder trust.
- A charitable lead trust.
*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.
Visit our free, no-obligation tool to make a statement for the Arthritis Foundation through your stocks. Our trusted partner, Giving Docs has a safe and secure resource just for you.Free Resource
Calculate Your Benefits
Submit a few details and see which gift is right for you.
Show me the next steps to make my gift.Show Me The Way
- Contact the JP Morgan Chase Bank, N.A. at 800.634.5468 or 404.264.2469 for additional information on appreciated securities.
- Seek the advice of your financial or legal advisor.
- Let us know and complete the Form for Gifts of Securities.
- If you include the Arthritis Foundation in your plans, please use our legal name and federal tax ID.
Legal name: The Arthritis Foundation
Address: 1355 Peachtree St. NE, Suite 600, Atlanta, GA 30309
Federal tax ID number: 58-1341679
Discover MoreView My Free Brochure
Our Top Free Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!Download My Kit
Have a Question?
Our planned giving team would be happy to speak with you in confidence, with no obligation.