Donation - Securities

Making a donation of appreciated securities such as stocks or mutual fund shares is easy to do and can have greater tax advantages to you versus a cash donation.

Here are the steps for you to make a donation of securities to BPL:

  1. Determine which appreciated securities you wish to donate.
  2. Contact BPL via email at and ask for the transfer information for making a donation of securities.
  3. The BPL Treasurer will contact you and send you the transfer information which your broker will need to make the transfer of the securities you have decided to give.
  4. When you have the brokerage transfer information from the BPL Treasurer, you'll need to give it to your broker.  Your broker can execute the transfer of the securities to BPL's brokerage account.
The transfer between your brokerage and BPL's brokerage account normally takes several days.
Tax Advantage
With a charitable gift of appreciated securities held long-term, the donation you make and the deduction you get are greater than they would be if you were to sell the shares and donate the cash proceeds instead. That is because when you donate shares, you avoid paying the capital gains tax.