A gift of appreciated securities, such as stock and mutual funds, is a powerful and popular way to support the National Geographic Society.
By donating securities that have increased in value, you can maximize your impact while avoiding capital gains taxes.
In addition to avoiding taxes on the appreciated value of the securities, you may also be eligible to claim a federal income tax deduction for the full fair market value of the gifted assets. This dual benefit makes contributing appreciated securities a particularly tax-efficient and impactful way to support science, exploration, education and storytelling.
How to Make a Gift of Securities
- In consultation with your tax or financial advisor, contact us to request our transfer instructions.
- Contact your brokerage firm or advisor and request that the shares of stock or mutual funds are transferred directly to the National Geographic Society.
- Notify us of your transfer so we can say thank you and properly record your gift.
Why Choose a Gift of Securities
Plan, prepare and protect your legacy.
- By transferring shares of stock or mutual funds directly to the National Geographic Society, you can avoid capital gains taxes that you would otherwise owe if you sold the shares yourself.
- The Society can use the full, appreciated value of your shares for our mission.
- You are eligible to receive a charitable deduction for the full fair market value of the shares on the day they are received by the Society.
Please talk to your financial or legal advisor about how a gift of securities may benefit you. Our gift-planning experts are available to share additional information and help guide you with questions to ask your advisors.
Contact us today: email legacy@ngs.org, call 800226-4438 or fill out our contact form.
Donate Securities and Secure Fixed Income for Life
A donation of stock can also be a beneficial way to establish a charitable gift annuity with the National Geographic Society. You can use long-term held, appreciated securities and receive guaranteed payments for life while also receiving a partial charitable deduction. Learn more about charitable gift annuities.
Name Your Beneficiaries
Ensure that you have a plan for all shares held in brokerage accounts after your lifetime. This can include naming charitable beneficiaries to receive a percentage of your account through a beneficiary designation or transfer-on-death form.
The National Geographic Society cannot provide tax or legal advice and this information is not intended as such. Please contact an advisor before making a charitable gift to the Society.
More Ways to Give
See All Legacy Giving Options
Explore all the ways you can plan, prepare and protect your legacy with the National Geographic Society.