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Donating appreciated securities – such as stock or mutual funds – to Valley of the Sun YMCA is a tax-wise approach to providing for children and families in need. Many donors choose to give gifts using long-term appreciated stocks and mutual funds due to the attractive tax advantages. The benefits available to you when making a charitable contribution of stock or mutual funds may include:

  1. Avoiding federal and state tax on the capital gain
  2. Receiving an income tax deduction (federal and most states) for the full market value of the gift if you itemize deductions on your tax return and have held the assets one year or longer
  3. Making a larger gift at a lower original cost to you

Your gift of appreciated stock to Valley of the Sun YMCA helps ensure that all youth have the opportunity to participate in character building programs regardless of the ability to pay.

To make a gift of securities, please download the instructions, complete and send the form to your broker.

To ensure your gift is credited to you correctly, please email bhaugen@vosymca.org to let us know which stock you are giving and any branch/pledge designation to be noted.

Stock Donation Donor Instructions