Skip to content

Impact their Lives

Leave a Legacy

Impact their Lives

Leave a Legacy

Stock & Other Securities

Your investments have grown through the years but now you face major long-term capital gains taxes once you sell any of your stocks or mutual funds.  You have the option to donate your stock or securities that you have held for more than one year directly to Boys & Girls Clubs of Central Florida and pay ‘zero’ capital gains taxes and even qualify for a charitable deduction equal to the full value of your stock/securities gift.

Donating appreciated stock or securities can be an invaluable way for you to impact children’s lives and help you give “smarter”.

Review the PDF below for more details.

Other Ideas for Appreciated Stock & Other Securities

Appreciated stock and securities held for more than a year can also be used to start or fund various Planned Giving vehicles that can provide tax relief while generating funds for charitable giving or income for you or your family for many years to come.

Boys & Girls Clubs of Central Florida does not provide tax, legal or financial advice. These materials have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or financial advice. You should consult your own tax, legal and financial advisors before engaging in any transaction.

IRA Charitable Rollover

Donor Advised Funds

Charitable Gift Annuity

Real Estate


Life Insurance

Retirement Funds

Gifts that Pay You Income

Ways to Give Smarter

Good vs. Bad Assets

Request our Free Estate Planning Guide

Because our organization believes so strongly in the importance of you having a Will that honors your wishes and protects your family, we have a FREE Estate Planning Guide that we will send you. The guide is a thorough step-by-step review of things to consider when creating your estate plan. It will save you valuable time and resources by helping prepare important documents and information before meeting with your professional advisors.

Simply send your email or physical mailing address to Phillip Deal at and request your copy. Phil can also be reached at 407-841-6855, ext. 103. 

Contact Us

For any questions, details and more information about Planned Giving, please contact Phillip Deal, Director of Major & Capital Gifts at or 407-841-6855, ext. 103.

Sign up for our Newsletter

By submitting this form, you are consenting to receive marketing emails from: Boys & Girls Clubs of Central Florida, 101 E. Colonial Drive, Orlando, FL, 32801, You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact