Donate Stock or Securities
Maximize your impact and minimize taxes by donating appreciated securities directly to Carry The Load.
How to Donate Stock
Contact your broker
Tell your broker you want to make a stock or securities transfer to Carry The Load. Most transfers are completed electronically through DTC.
Provide our brokerage info
Share the brokerage details below with your broker. Include the security name, # of shares, and your name.
Notify us of the gift
Email contact@carrytheload.org with the security name, # of shares, and your contact info — brokers do not always include donor names.
Receive your receipt
We acknowledge stock gifts at fair market value as of the transfer date — typically the average of high and low on transfer day.
For Your Broker
Brokerage: [BROKER NAME]
Tax ID: 27-4568835
Why Donate Stock
Avoid capital gains
Donating appreciated stock allows you to skip the capital gains tax you would owe on a sale.
Full fair-market deduction
You can deduct the fair market value of the stock on the date of transfer, not just your original cost basis.
Greater impact
More dollars to the mission with no out-of-pocket increase to you.
Questions? Get in touch.
Contact us and our team will walk you through every step.