As the year comes to an end it is the perfect time to review your financial picture and make sure you are optimizing your charitable tax deductions. If you have a stock portfolio now is a good time to review. You may discover a stock you can donate that will help reduce your taxes

Rebalance Your Portfolio

DonateStock suggests:Your stock portfolio needs attention from time to time. Some commodities appreciate more than others. Over time, those holdings may gain value to the point at which they command a higher share of your investments—which can throw your portfolio out of balance.

Gifting stock to a charity might be a great way to correct that imbalance. Rather than selling the appreciated stock or figuring how to reallocate funds, this can recalibrate your portfolio so it’s more diversified and consistent. Along with saving on future capital gains taxes, you just might be able to make your financial health strategy stronger.

Promote Positive Change for Everyone

The effects of a charitable donation to Warm Heart are obvious. We need funds to run and expand the work we do. Our work tangibly changes the lives of others.

But the effects giving has on donors themselves can’t be overlooked, either. Charitable donations are underestimated enhancers of a person’s mood, psyche, and mental health. The joy of giving—regardless of your motives—often manifests itself over time.

There’s a lot to be said for the feeling of connectivity that charitable giving promotes: You become part of a bigger effort to change things for the better. With a donation of stock to Warm Heart, that change is easier to bring about. Everybody wins.

Double Your Impact with 100% Matching Funds

To sweeten the deal even more, Stock donations made by December 31, 2022 will be matched up to $1,000!

When you make a donation of appreciated stock to Warm Heart, you won’t be on the hook for the capital gains tax. We receive the entire amount of the stock’s value, including what you would have to pay to the IRS if you sold the stock first.

This structure helps us to realize significant increases in tax-free donations without donors having to pay for that increase themselves. It quietly revolutionizes the concept of charitable donation. And with the match up to $1,000 per donor, your impact is doubled.

You can help Warm Heart Worldwide, Inc. fund its mission while avoiding taxes by donating stock directly to them in minutes!

  • Avoid Capital Gains Tax of 15% – 32.8% (federal and state) and NII Tax of 3.8%
  • Deduct the fair market value of the stock (regardless of your cost basis)
  • Let the nonprofit keep the proceeds that would have gone to the IRS
  • It’s now Fast, Safe and Free

Click below to get started on this easy process!

Top 10 Reasons to Support Warm Heart

#10. Transparency – When you support Warm Heart you know that your donation is properly and efficiently managed to eradicate poverty.

#9.  Trust – On a local level the contributions our projects provide is  recognized as improving our community with a global impact as well.

#8. Value – Your donation’s dollar buying power goes so much further here. We operate on a shoestring budget, every dollar makes a difference.

#7. Sustainable – We do not give handouts, we provide life changing education to help the disenfranchised pull themselves out of poverty.

#6. Compassion – Our programs touch and change the lives of those who need help the most. 

#5. Consciousness – When you donate you become part of our donor base that shares the same values and vision that we can create a better world.

#4. Connected – You will learn about the progress of the project and see the impact of your donation through our quarterly reports.

#3.  Environmental Action – Everything we do, we do for you. We take an environmental problem and turn it into a solution to help reduce global warming while improving lives.

#2. Tax benefits – We are a registered nonprofit in the United States

#1. Accomplishment – When you take action to share with those less fortunate a wave of compassion and hope shifts the world towards a better place for all of us.


Which Stocks to Donate?

By Steve Latham

Co-Founder and CEO of DonateStock

Charitable stock gifting is the most tax-advantaged way to support nonprofits. However, selecting the best stock to donate may not always be so simple. Here are some tips for making the best choice.

Now that you’ve learned about the benefits of donating stock it’s time to think about which stocks to donate. For some this may be an easy question – for others it may be more complex. More…(6 min read)

The Best Stocks to Donate Now

As of 11/14/22

After a 12-year bull market the Nasdaq, S&P 500 and Dow Jones Industrial Average have all contracted since November 2021. Despite recent woes, there are still many outsized gainers that are ripe for tax-advantaged harvesting by donating stocks to charity.

As detailed in our post on how to select stocks to donate to charity we recommend that you: More… (6 min read)

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