Donate Stock to Charity and Make a Lasting Impact

Did you know Empower accepts gifts of stock? Donating stock is a simple, advantageous way you can invest in our impactful programs benefitting children facing the loss of a parent.

Donating stock to charity is not only a meaningful way to support a cause close to your heart but also a financially smart decision. By donating stock to Empower, you can make a bigger impact while enjoying significant tax benefits.

It’s Simple

All you need to do is contact your financial advisor and discuss making a stock donation to Empower. Together, you can review your investment gains and determine the best assets to donate to our organization.

Make a Bigger Impact

When you donate stock that you have held for over a year, your gift can be worth up to 20% more than if you sold the stock and donated the proceeds. For example, if your stock is valued at $10,000, you could save up to $2,000 in taxes, maximizing the value of your gift.

Reduce Your Capital Gains Tax

Donating appreciated stock helps reduce your capital gains tax liability. This means you can make a generous donation without incurring additional tax burdens, all while helping to fund our vital programs.

Follow these simple steps to donate stock to Empower:

1. Contact your financial advisor to review your portfolio and determine which appreciated stocks to donate.
2. Use the
   Fidelity DTC code #: 0226
   Empower (formally empowerHER) Account #: Z40145927
   to initiate the transfer.
3. Empower’s Gifts of Stock are managed by Fidelity, located at the Hingham, MA branch. For assistance, contact Fidelity at (781) 356-8728.

Your stock donation directly supports Empower’s mission to provide programs for children facing the loss of a parent. Every gift helps us create impactful change, offering hope and support to families in need.

What types of stocks can I donate?
You can donate publicly traded stocks, bonds, or mutual fund shares.
Is there a minimum value for stock donations?
There is no set minimum, but we recommend consulting your financial advisor to determine the best options for your portfolio.
Can I donate international stocks?
Yes, but additional steps may be required. Contact us for guidance.