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How Can I Donate Stock to CORE?

Donating stock to CORE through our financial team at UBS is a safe and straightforward way to support CORE's mission.

With UBS facilitating the process, making a charitable gift of stock is simple and secure. Here's how it works:

  1. Contact us, and we will connect you with CORE's designated UBS representative to initiate the transfer.
  2. Provide the stock ticker and number of shares you would like to donate.
  3. Confirm your gift intent and share your contact information for the donation receipt.
  4. UBS will coordinate the transfer directly from your brokerage account.
  5. Once complete, you will receive a formal acknowledgment and tax receipt from CORE.

Please note: As with all charitable donations, gifts of stock are non-refundable.

Why Does CORE Accept Stock?

Donating stock is one of the most tax-efficient ways, and a critical donation revenue driver for nonprofit organizations like CORE. With over 60% of Americans owning stock and billions in stock donated to US charities every year, stock donations can make a wide-reaching impact through philanthropy. Studies show that nonprofits that accept noncash assets typically grow 50% faster than those that do not and they grow 66% faster when they accept non cash securities such as stock.

Are Stock Donations Tax-Deductible?

Yes, by making a charitable gift, you may be eligible to significantly reduce what you would otherwise owe in capital gains taxes. As with any tax-related questions, be sure to consult with a qualified, professional tax advisor.

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