Donate Stocks

Give appreciated assets to Help One Now and potentially avoid capital gains taxes while receiving an income tax deduction — making your gift go even further for vulnerable children and families.

About Stock Gifts

Donating appreciated stocks, securities, or mutual funds is one of the most tax-efficient ways to support Help One Now. When you transfer assets you've held for more than one year, you can avoid paying capital gains taxes and receive an income tax deduction for the full fair market value of the gift.

You can give appreciated assets today for an immediate impact, or name Help One Now as a beneficiary of these assets to eliminate estate and inheritance taxes and make the most of your legacy.

Benefits

  • Avoid all capital gains taxes on long-term appreciated assets

  • Receive an income tax deduction for the full fair market value (if held more than one year)

  • Your gift of assets can save far more on taxes than an equivalent cash donation

  • Make an immediate impact for vulnerable children and families around the world

How It Works

Transfer appreciated securities directly to Help One Now through your brokerage. No capital gains taxes owed on the transfer.

Notify us of your gift (ticker symbol, number of shares, and your intent) so we can properly identify and acknowledge your donation.

Receive a tax receipt for the fair market value of the assets on the date of transfer.

The securities are sold, and the funds are immediately put to work for children and families in need.

Transfer Instructions

Please notify Katrina Kulik at katrina.kulik@helponenow.com when initiating your transfer, including the ticker symbol, number of shares, and your gift intent. Stock donations often arrive without donor information, and this helps us identify and acknowledge your gift promptly.

Receiving brokerage — Fidelity Investments

DTC number — 0226

Routing number — 101205681

Account number — Z40497313

Account registration — Help One Now

Questions? Get in touch:

Katrina Kulik

Senior Operations Manager

Email: katrina.kulik@helponenow.com

Phone: 919-230-6259