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How to Donate Stock to Compass Family Services

Donating stock is one of the most tax-efficient ways to give. A direct stock donation means up to 20% more value for your donation because of the capital gains tax savings.

Compass offers two ways to maximize your impact with a stock donation: 

 

The easiest option is to utilize our partnership with Overflow to seamlessly make a stock contribution without having to deal directly with your brokerage. It just takes a few minutes!

 

 

If you prefer working with your brokerage directly, please click the button below to access our stock transfer instructions. You will be asked to provide a bit of information first, so that we can make sure we have what's needed to properly record the gift and provide accurate and timely acknowledgement for your tax records. 

 

For all gifts of securities, the donor is entitled to a charitable income tax deduction for the value of the stock, the value of which is calculated by taking the average of the high and low of the stock price on the date of donation.