Ways to Give: Donate Stocks, Bonds, Mutual Funds

Donating Stocks, Bonds and Mutual Funds

Ready to get started? Use this free resource to learn more about your potential savings, access our brokerage information, and complete the necessary paperwork to support Seva with a stock gift in 10 minutes or less.


Making gifts of stock, bonds or mutual funds is a great way to support Seva Foundation, and may provide you with significant tax savings.  Each situation is unique, so be sure to consult your broker or financial advisor before making your donation.

Generally, there are two approaches to donating stocks, bonds and mutual funds:

  • Appreciated Assets: When you donate assets that have increased in value, you can benefit in two ways.  You'll avoid capital gains tax on the profit you've made, plus the fair market value of your gift can be counted as a deductible charitable donation.  The way to do this is to transfer these assets directly to Seva Foundation, which can be easily done through your broker or financial advisor.
  • Depreciated Assets: You can also donate stocks, bonds or mutual funds that have decreased in value, though it's handled differently.  To recieve the maximum tax credit, you should sell the assets first then donate the proceeds to Seva.  That way you can claim a loss on the sale of the assets while counting the gift as a deductible charitable donation. 

Stock and Wire Transfer Instructions

Electronic transfers usually come through without any identifying information, which can delay the process of crediting you for the tax deductible donation.  To ensure that you receive prompt acknowledgment of your gift, It's important that we receive the following information prior to transferring your appreciated assets:

  • Your name and contact information
  • Number of shares and name of the assets being transferred (i.e., 500 shares of AT&T)
  • Date of transfer

To make a transfer call the Seva Foundation at 510-845-7382 or email admin@seva.org


Photo

“Seva has given so much help to so many thousands of people for so many years — such a wonderful example of love in action.”

Bonnie Raitt
Singer / Songwriter

Photo

"Seva has made an extraordinary contribution to the world — not only through their international programs, but here in some of the most impoverished communities in North America, on Native American reservations. Thank you Seva."

Jackson Browne
Singer / Songwriter

Photo

"Seva takes the impulse towards generosity and turns it into compassionate action that helps people in real need. I honor my friends and relations by giving to Seva in their name — the entire world benefits. I hope you'll join me."

Peter Coyote
Actor / Writer

Photo

"Compassion and caring for people in need - that's simply a moral necessity. But it's not always easy to do. Seva makes it easy. They know how to put your donations to work in ways that truly benefit people."

Joan Baez
Singer / Humanitarian Activist

Photo

"When we met the folks at Seva, we knew we were among kindred spirits, joining to bring people together in service to others. Whether preventing blindness in Nepal, assisting native peoples in Guatemala and Mexico, or helping our own Native Americans, Seva has been there to help alleviate suffering and improve people's lives. Long may they rock!"

Phil Lesh
The Grateful Dead

Photo

"Seva's efforts create hope and happiness worldwide for so many people in difficult conditions. I've always been amazed and cheered by their good works and I've been very happy to help them in their fundraising efforts."

Bruce Hornsby
Singer / Songwriter

Photo

“I admire Seva's spirit of innovation. Seva is constantly looking for new ideas that can benefit the world, especially the poor, and they aren't afraid to try something that no one has ever tried before."

Dr. Muhammad Yunus
Nobel Prize Winner / Seva Partner / Founding Chairman of Grameen Health Services

Photo

“I congratulate Seva Foundation for the magnificent work they continue to do."

Odetta
Legendary Folk Singer

Photo

“Seva has done an incredible job all over the world helping people who really need it. I am proud to be one of the many who followed Wavy and his friends down this particular yellow brick road.”

David Crosby
Singer / Songwriter

Photo

“Such dedication to others — how could you not love Seva and what they accomplish? Well done!”

Graham Nash
Singer / Songwriter

Share our vision

Don't miss out on more good news.

 

Sign up today and get life transforming stories and event announcements.

* We won't share your email and you can unsubscribe at any time.

Holiday Impact Prize GuideStar Charity Navigator BBB Accredited Charity The Life You Can Save Charity Watch

Follow Seva:

Seva Foundation Seva Foundation Seva Foundation Seva Foundation Seva Foundation

Contact Us | Search | State Disclosures | Privacy Policy | Job Opportunities | Sign In

Seva Foundation 1786 Fifth Street Berkeley, CA 94710 phone: 510-845-7382 fax: 510-809-3364
Seva Foundation is a 501(c)(3) not-for-profit organization. © 2024 Seva Foundation. All rights reserved.