Contribute: Stocks & Securities

Securities may be donated at their present market value as an outright gift. In this way, you can avoid capital gains tax and receive an income tax deduction based on the stock's fair market value.

1. Initiate the transfer with your broker.

2. Deliver All DTC Eligible Securities to:

National Financial Services, LLC (Fidelity)
DTC Clearing 0226

For the account of:

Friends of FSH Research

3. Notify us of the transfer at or by e-mail to .

IRA Charitable Rollover

If you are 70 & ½ years of age or older you can make an IRA donations up to $108,000 (2025) directly to a qualified charity without a tax impact. The withdrawal can be counted toward your Required Minimum Distribution. So if you otherwise would not want to take a forced distribution and add to your Adjusted Gross Income (possibly affecting Medicare premiums), you can take advantage of this as well. The IRS requires that any donation must be received by the charitable organization by midnight of December 31 for a given tax year.

See IRA Distributions and Withdrawals FAQ at the IRS website. Also see the article from Forbes Magazine, The Dollars And Sense Of Giving IRA Assets To Charity, which provides a good summary and examples.