Stock Donation
Donate appreciated securities — stocks, ETFs, mutual funds — with potential tax benefits via our fiscal sponsor partner.
Fiscal sponsor required
Stock donation tax benefits in the U.S. require the recipient to have 501(c)(3) status. Bakara 195 Corporation has not yet obtained 501(c)(3) recognition, so stock donations are routed through a verified fiscal sponsor partner that is 501(c)(3) eligible. The fiscal sponsor receives the stock, sells it, and grants the proceeds (less standard processing) to Bakara 195 Corporation for the cause you designate.
How It Works
- 1 Email [email protected] with security name, ticker, and approximate share count.
- 2 We will reply within 1 business day with the fiscal sponsor's DTC transfer instructions.
- 3 Your broker initiates the DTC transfer to the fiscal sponsor's brokerage account.
- 4 The fiscal sponsor liquidates the securities and grants the proceeds to Bakara 195 Corporation designated for your chosen cause.
- 5 You receive a tax-acknowledgment letter from the fiscal sponsor (501(c)(3)) for your records.
Why Donate Appreciated Stock?
- Avoid capital-gains tax on the appreciated portion (consult your tax advisor for your specific situation).
- Potentially deduct the fair-market value on the date of transfer if you itemize and the recipient is 501(c)(3).
- Larger gift impact compared to selling and donating cash post-tax.
- Suitable for sizable gifts ($1,000+) where transfer overhead is justified.
This page is informational, not tax advice. Consult your CPA or tax attorney for guidance on your situation.
Ready to Donate Stock?
Email us — typical processing time is 5-10 business days.
Email [email protected]