Appreciated Stocks, Bonds, and Mutual Funds

Gifts of appreciated securities—like stocks, bonds, or mutual funds—are a cost-effective and tax-friendly way to support BCRF. These gifts may be eligible for a tax deduction based on their fair market value, and they help taxpayers eliminate or reduce federal capital gains taxes owed.

Plus, by donating appreciated securities to support the world’s most promising breast cancer research, you’ll be making an investment in a healthier future for everyone impacted by the disease.

How can I donate appreciated stocks and securities to BCRF?

To donate an appreciated stock, bond, or mutual fund to BCRF, please email us or call 646-497-2647.

Why donate appreciated securities to BCRF?

By donating appreciated securities to research through BCRF, you can:

• Eliminate capital gains taxes and the Medicare surtax: Combined, these taxes can be up to 23.8 percent.
• Take an immediate tax deduction: When you donate appreciated securities, you can take a tax deduction in the security’s full fair market value.
• Maximize your support for research: By donating appreciated securities, you’ll give more than if you sold the asset, paid capital gains and the Medicare surtax, and donated remaining cash.