Stocks & Bonds

Making a donation of stock, bonds or mutual funds is an easy way to make a difference for the kids we serve and also receive tax benefits.

Stretch your donation by donating appreciated securities

Do not sell your stock and donate the proceeds! Make a bigger impact by donating long-term (held more than one year) appreciated securities, including stock, bonds, and mutual funds, directly to Big Brothers Big Sisters of Southwest Washington. In doing so, you may be able to automatically increase your gift and your tax deduction. *

Here is how it works: You transfer securities to Big Brothers Big Sisters of Southwest Washington; then, Big Brothers Big Sisters sells them and uses the proceeds to help connect kids facing adversity with caring adult mentors. It’s that simple.

Please contact [email protected] for more information or instructions for completing your transfer.

*This is not intended to be legal, financial, or tax advice, and Big Brothers Big Sisters of Southwest Washington recommends that you consult with your personal tax, legal, or wealth adviser regarding charitable deductions, as your tax circumstances may be different.