Donate Stock

Let your charitable dollars make a bigger impact by donating long-term appreciated securities, such as publicly traded stock, bonds or mutual fund shares, to Texas Alpha Endowment Fund.

Are stock donations to charity tax deductible?

Appreciated securities are investments that have increased in value from the time they were purchased. Some individuals and households may be able to take advantage of IRS tax provisions to claim a charitable tax deduction for the full, fair market value of the securities, and you may avoid paying capital gains tax on the transfer.

Instead of selling your investments and donating the after-tax cash proceeds, donating stock to Texas Alpha Endowment Fund allows you to increase your gift and tax deductions. A gift of stock made before December 31 of a calendar year may reduce your tax burden for the year you give. Your financial advisor can explain the possible tax benefits depending on whether the stock has appreciated or lost value since the time you acquired it.

Explore the step-by-step guide to donating stock to Texas Alpha Endowment Fund.

Can I make Texas Alpha Endowment Fund the beneficiary of stock in my will?

Yes, you can donate stock as part of your legacy. If you plan to make a bequest of stock to Texas Alpha Endowment Fund, consult an estate planning attorney.

Please see your legal and/or tax advisor for more information and to determine if a charitable bequest to/for Texas Alpha Endowment Fund is right for you.

Instructions for Transferring

Gifted Stock

Morgan Stanley DTC Instructions:

Morgan Stanley LLC

DTC # 0015

FBO: Texas Alpha Endowment Fund

A/C Number: 042-111638-022

Include donor information