stock transfer diagramLearn more about the tax advantages and the best timing for making a gift of stock, appreciated assets and, if you are of retirement age, a direct IRA transfer.

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Kennedy Krieger Foundation.
  • Kennedy Krieger sells your securities and uses the proceeds for our programs.
  • Use our Stock Transfer Form to facilitate the gift.


  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Cash vs. Stock Calculator

Download a brochure on this topic


The material presented on this website is not offered as legal or tax advice.

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