GlobalGiving offers a suite of planned giving solutions to fit a wide range of needs. Our goal is to make planned giving as easy as possible and honor your charitable aspirations and intentions. GlobalGiving accepts gifts of stock to support GlobalGiving or eligible projects and nonprofit partners in our community.
Benefits of Donating Stock
Donating appreciated stock can be a meaningful way to support the causes you care about. Depending on your individual circumstances, potential benefits of donating stock directly to a charitable organization may include:
- Potential tax benefits: Donating appreciated stock may allow eligible donors to receive a charitable deduction based on the value of the securities, subject to applicable tax rules and limitations.
- Potential capital gains tax savings: Donating appreciated stock directly rather than selling it first may help eligible donors avoid capital gains tax on the appreciation.
- More of your assets can support your charitable goals: Because appreciated securities can be transferred directly, donating stock may allow more of the asset’s value to go toward your charitable giving than if you sell the stock first and donate the proceeds.
Tax treatment depends on factors such as how long you’ve held the stock, the type of asset, and your individual tax situation. Please consult your tax or financial advisor to understand how these rules may apply to you.
Donate stock online
GlobalGiving partners with FreeWill to provide an online tool for donating stock.
Financial advisors can also use FreeWill’s form for advisors to help facilitate a stock gift.
Donate stock through your broker
Your broker can transfer shares directly to GlobalGiving using the following information:
GlobalGiving brokerage account
UBS Financial Services Inc.
Account #: HK00866-4P
DTC #: 0221
UBS contact
Josie Vitetta
Phone: +1.201.441.4067
Fax: +1.888.497.3102
Email: josie.vitetta@ubs.com
Let us know about your gift
Please email gifts@globalgiving.org when you initiate your stock donation.
Include:
- Your name and contact information
- Details about the shares you are donating
- The GlobalGiving project or projects you would like your gift to support
Providing this information helps us identify your gift when it reaches our brokerage account and direct it according to your intentions.
If you would like to support multiple projects with one stock donation, please provide either a by-share or percentage breakdown for your designations. The final value of the stock will not be known until the shares are sold.
Additional information
You or your financial advisor may also need the following information:
GlobalGiving
1 Thomas Circle NW
Suite 800
Washington, DC 20005
USA
Federal Tax ID (EIN): 30-0108263
Phone: +1.202.232.5784
US Toll Free: +1.877.605.2314
Email: gifts@globalgiving.org
If you hold a physical stock certificate or your certificate is held by a bank or trust company, please contact us at +1.202.232.5784 or gifts@globalgiving.org for help with the transfer.
What if my stock has decreased in value?
The tax treatment of donating securities can depend on your individual circumstances. If you're considering donating stock that has decreased in value, we recommend consulting your tax or financial advisor about the options available to you.
Have questions about making a stock gift or designating your donation? Contact us at gifts@globalgiving.org. We’re happy to help.
Please mail any letters or check donations to:GlobalGiving, 1 Thomas Circle NW, Suite 800, Washington, DC 20005, USA.