Donate Stock to My Sister's Place
Your donation of appreciated stocks, bonds, or mutual funds can make a powerful difference. It helps fund critical services like housing, supportive services, and emergency assistance for survivors of domestic violence and their children, while also offering you potential tax benefits.
What Are the Benefits of Donating Stocks?
Donating stock that has increased in value and has been held for over a year can offer meaningful benefits to both you and My Sister’s Place.
Potential Benefits of Donating Stocks:
- Maximize impact: My Sister’s Place can receive the full value of the appreciated stock.
- Reduce capital gains taxes: You may not owe taxes on the stock’s growth.
- Tax deduction: If you itemize, you may be able to deduct the stock’s fair market value.
- Reach the itemization threshold: A stock donation may help you qualify for itemized deductions.
Disclaimer: This content is for informational purposes only and does not constitute tax advice. To determine how these benefits apply to your specific situation, please consult with a qualified tax professional.
Getting Started Is Easy!
My Sister's Place has partnered with Carnegie Investment Counsel to make stock donations easy.
Fill Out the Form Below
Start the process by filling out the form below.
Look for a Call
A registered advisor from Carnegie Investment Counsel will get in touch with you to guide you or your financial advisor through the donation process.
Receive Your Receipt
Upon transferring your stocks, you will receive a receipt for your records and tax purposes.
Help Someone Start Again
Your stock donation provides survivors with the safety, stability, and support they need to rebuild their lives.*Rest assured, we respect your privacy and will only contact you regarding this donation. We do not share or sell your information. You do not need to be a client of Carnegie to make a donation of stock.
Questions?
For questions, contact Darrel Drobnich, Senior Director of Development & Communications, at ddrobnich@mysistersplacedc.org.
Help Someone Start Again
Your stock donation provides survivors with the safety, stability, and support they need to rebuild their lives.
©2025 Carnegie Investment Counsel.
Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. For a more detailed discussion about Carnegie’s investment advisory services and fees, please view our Form ADV and Form CRS by visiting: https://adviserinfo.sec.gov/firm/summary/150488.