You can donate shares of stock, bonds or mutual funds directly to CARES. This works best when you donate shares that have appreciated in value. By donating them to CARES, you can completely avoid the capital gains tax yet still claim the full value as a charitable income tax deduction.

To achieve this tax benefit, you must transfer them directly to CARES. If you sell them first, you will have to pay the capital gains tax.

If the stock you wish to donate is held in an investment account, it can usually be transferred directly by wire to the CARES investment account. We can provide transfer instructions directly to your broker.

If you wish to donate stock certificates, we can pick them up from you, or you can mail them to us. These is a special procedure for safely mailing stock certificates, so please call us ahead of time.

There are several types of mutual funds, and some can be transferred directly to our investment account. Others require us to work directly with your mutual fund company. So that your gift can be handled smoothly, please call us ahead of time.