Gifting stock is one of the most tax-friendly ways to support a non-profit of your choice. When you donate appreciated securities, you may avoid capital gains tax while deducting the full fair-market value of the contribution. And because you’re donating stock rather than selling it, AFSA’s Fund for American Diplomacy receives the full value—making stock gifts a powerful win-win.

A gift of appreciated securities is also one of the most tax-efficient ways to support the FAD. Donating stock, bonds or mutual funds allows you to make a larger impact while receiving significant tax benefits.

Your contact for gifts of stock:

Asgeir Sigfusson, Executive Director
2101 E St NW
Washington, DC 20037
asgeir@afsa.org

Donation Information

DTCC Number: 0141
Beneficiary customer: Wells Fargo Clearing Services, LLC
Recipient: Fund for American Diplomacy
Account number: 6124-8751
The Fund’s EIN number: 52-6078372

Domestic Incoming Wire Instructions

Beneficiary bank:
Wells Fargo Bank
333 Market Street
San Francisco, CA 94105
Tel: (800) 869-3557
ABA 121000248

Beneficiary customer:
Wells Fargo Clearing Services, LLC
1 North Jefferson
St. Louis, MO 63103
Account number: 4122023377
Further credit: Fund for American Diplomacy, acct# 6124-8751

Frequently Asked Questions

Will I get a receipt for tax purposes?

Yes. You will receive an acknowledgment letter (tax receipt) once your stock is received.

What are the benefits of donating stock?
  • Avoid capital gains tax on appreciated securities held for more than one year. Total capital gains and NII taxes can range from 18.8% to 37.1% depending on income and state of residence.
  • Receive a charitable tax deduction for the full fair-market value.
  • Make a larger impact by donating pre-tax assets.
What are the guidelines around charitable stock gifting?
  • You may donate publicly traded stocks, mutual funds and Exchange-Traded Fund (ETFs) held for more than one year.
  • Shares must not be restricted and must trade on a major exchange.
  • Deductions are generally limited to 30% of your adjusted gross income (AGI).
  • For gifts over $500, file IRS Form 8283 with your tax return.
How does the stock gifting process work?
  1. Shares are transferred to the recipient’s account from your account.
  2. Transfers typically take 2–5 business days. You will be notified when your gift arrives.
  3. Your tax receipt will be sent upon receipt of the shares.
  4. Gifts are valued as of the date the shares are received.
When should I donate stock?
  • End of year tax planning (before the 12/31 deadline for charitable deductions).
  • When you need to harvest gains: take gains and reduce risk while avoiding capital gains tax.
  • When satisfying pledges, sponsoring an event, purchasing a table or bidding in an auction.
  • Legacy planning: reduce estate taxes by gifting stock in your will.
How do I decide which stocks, ETFs or mutual funds to donate?

Consider these criteria when donating appreciated securities:

  • Portfolio concentration: Donate shares of overweighted positions to diversify your portfolio.
  • Biggest gainers: Donate your biggest long-term winners and select the Lot with the lowest cost-basis for maximum savings
How do I donate stock without giving up future price appreciation?

A common strategy is to donate appreciated shares and repurchase them at today’s price. This preserves your investment position while resetting your cost basis, reducing future taxable gains.

  • Example: Donate 1 share of Stock X worth $200 (originally purchased for $50). You may deduct the $200 gift, avoid taxes on the $150 gain, and establish a new cost basis of $200.