Appreciated Securities

A Tax-Savvy Way to Benefit from Growing Assets

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Goodwill-Easter Seals Foundation. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to Goodwill-Easter Seals, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

Calculate Your Benefits

Submit a few details and see which gift is right for you.

See My Benefits

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit

Next Steps for Making a QCD Gift

Use our tool Take Action! Give From Your IRA to connect to your retirement provider.

You may also ask your IRA administrator about making a direct transfer to Goodwill-Easter Seals Minnesota or have the administrator send a check from your account to us. (To be tax-free, the donation must go directly from your account to Goodwill-Easter Seals Minnesota without passing through your hands.)

Legal name: Goodwill-Easter Seals Minnesota
Address: 553 Fairview Ave. N, St. Paul, MN 55104
Federal tax ID number: 41-0706171

Next Steps

  1. Contact Anna Vandelac at 651-379-5824 or avandelac@gesmn.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Goodwill-Easter Seals in your plans, please use our legal name and federal tax ID.

Legal name: Goodwill-Easter Seals Foundation
Address: 553 Fairview Ave. N, St. Paul, MN 55104
Federal tax ID number: 47-1694921

Discover More

View My Free Brochure
Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit