Donating appreciated stocks, mutual funds, or other securities is one of the most tax-efficient ways to support Shelter’s mission. By transferring securities directly, you may avoid paying capital gains taxes while receiving a charitable income tax deduction for the full fair market value of your gift, if you itemize and meet IRS requirements. It’s a simple way to make a bigger impact—helping you maximize your tax benefits while providing more support for the programs and services you care about.

Before making your gift, we encourage you to consult your financial, tax, or legal advisor to determine how a gift of appreciated securities may benefit your unique situation.

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