Reasons to consider donating appreciated stocks

Gifting stock is a simple and powerful way to support our vision-restoring work. It also offers you a number of financial benefits:

  • You can easily donate appreciated stocks, bonds, or mutual funds

  • The total value of the stock upon transfer is tax-deductible

  • There is no obligation to pay any capital gains taxes on the appreciation

Note: Individual situations vary so donors should consult their advisors.

Instructions: How to make a stock donation

Step 1: Complete your transfer

Contact the institution where your stocks are held and let them know you’d like to transfer the shares to the Fiat Lux Foundation account at Fidelity Investments. You may need the following codes:

DTC # 0226

Account # 663035176

Should you require it, Fiat Lux Foundation’s Employer Identification Number (EIN)/Federal Tax Identification Number (TIN) is 27-0890748.

Step 2: Let us know about your gift of stock

Stock donations transferred to our account aren't accompanied by donor information. We want to be sure we can acknowledge your charitable donation of stock and send you a tax receipt, so please fill out and submit our Online Stock Gift Notification form below: