Donate Stock to Make Santa Fe
Why donate stock?
Gifts of appreciated, publicly traded stock can be a smart, tax-efficient way to support Make Santa Fe’s mission. When you donate stock that you’ve held for at least one year, you may be able to claim a charitable deduction for the fair market value of the shares and avoid capital-gains tax on the appreciation. This often allows you to give more at the same out-of-pocket cost.
How it works (it’s quick and easy)
- Start your gift: Click the “Donate Stock” button below.
- Complete the secure form: You’ll enter your contact info and the stock you’re donating. You’ll receive an instant confirmation for your records.
- We handle the rest: Our processor (Stock Donator) coordinates the transfer and notifies us automatically, so we can promptly acknowledge your gift.
Tip: Once you’ve donated once, your details are saved to make future gifts even faster.
Benefits to you
Potential tax deduction for the fair market value of appreciated stock held for at least 1 year. Avoid capital gains tax on the appreciation versus selling the stock and donating cash. Preserve cash flow while supporting community makers, classes, and access to tools.What to donate
Best fit: Publicly traded stocks that have appreciated in value and have been held for at least one year. Not ideal: Privately held, restricted, or recently purchased shares, due to limited benefits and added complexity.When to donate
Any time of year, especially at year-end or after vesting/RSU events if you receive company stock. Consider aligning your gift with your annual tax planning.FAQs
No. Use the “Donate Stock” button, complete the form, and you’ll get a receipt; the workflow is streamlined for you and for our team.
Yes. Written confirmation is provided automatically after your gift is processed.
Generally, appreciated shares held at least one year and one day provide the greatest tax advantages. Ask your advisor which lots are best for your situation.
Stock Donator removes the administrative and accounting overhead allowing us to put more of your money toward our programs. It also means your gift is processed quickly and accurately and avoids manual brokerage monitoring.
Important: This information is not tax or legal advice. Please consult your tax advisor to determine how a stock gift may impact your individual situation.
We’re here to help
Have questions or want to discuss a gift?