A Donation Option With Double the Tax Benefits

Stocks or Other Securities

Ready to start planning today? View and download your FREE copy of How to Donate Appreciated Property to Charity: Learn the Most Tax-Efficient Strategies.

View My Free Brochure

A stock portfolio is often among the most valuable assets you own—and one that can carry substantial capital gain, or appreciation in value. If you sell appreciated securities, you will pay capital gains taxes—at a rate that could be as high as 20 percent.

By donating appreciated securities you have owned for more than one year to National Society Daughters of the American Revolution, you will be exempt from paying capital gains taxes and experience other tax benefits.

How It Works

Chart - Stocks or Other Securities

Chart - Stocks or Other Securities

NSDAR has established an account to receive gifts of securities, such as stocks, bonds and mutual funds. When a member or friend of NSDAR wishes to make a gift of this type, the first step is to notify Office of Development of the intent to make the gift along with the purpose of the gift. Donations may be restricted for use in a particular program, may be added to a permanent endowment or may be provided for the National Society's general use.

Your Benefits

  • You will be exempt from paying capital gains taxes on any increase in value—taxes you would pay if you had otherwise sold the securities.
  • You are entitled to a federal income tax deduction based on the current fair market value of the securities, regardless of their original cost.
  • The income tax deduction for long-term capital gain property is limited to 30 percent of your adjusted gross income in the year you make the gift, but your excess deduction is deductible for up to five additional years.

We Can Help

Contact the Office of Development at (800) 449-1776 or giftplanning@dar.org with any questions about donating appreciated securities to NSDAR. We are happy to help, without obligation.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to National Society Daughters of the American Revolution a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to National Society Daughters of the American Revolution, a nonprofit corporation currently located at 1776 D Street NW Washington, DC 20006, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to NSDAR or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and NSDAR where you agree to make a gift to NSDAR and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.