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Gifts of Appreciated Security

Make a gift of appreciated long-term security and receive a tax deduction for the market value at the time of donation. These include bonds, funds, stocks, and qualified charitable distributions.

Donate Stock

The gift of stock and other securities is an easy way to benefit survivors served by The Retreat. Gifts of stock and other securities may be made directly to the The Retreat. A gift of appreciated stock is often more beneficial than cash, since the donor is eligible for a charitable income tax deduction for the fair market value of the stock and does not have to pay capital gains tax on the sale of the stock by the charity.

The Retreat uses Charles Schwab & Co., Inc. for stock transfer.  Please call 631-329-4398 to speak to the Development Director or Finance Director for account details. 

Upon confirmation of your donation, you will receive an official acknowledgment letter indicating the number and type of shares received and date the stock was converted into a gift.

All contributions are tax-deductible to the fullest extent provided by law. Every effort will be made to sell non-marketable securities as quickly as possible. For tax purposes, the value of the stock will be an average of the high and low prices on the date of the gift. The donor should be aware of possible tax implications. Please contact your tax advisor for complete tax deductibility rules.

Qualified Charitable Distribution (QCD)

When requesting a QCD for The Retreat, please use our EIN# 11-2862256 and download this form to share with your tax advisor.

A qualified charitable distribution (QCD) is a distribution of funds from your IRA directly to The Retreat. Because the gift goes directly to a charity without passing through your hands, the dollar amount of the gift may be excluded from your taxable income up to a maximum of $100,000 annually, with some exceptions. Please consult your tax advisor for information regarding your specific exceptions. 

The requirements for gifts of appreciated securities vary by region. 

For more information, call 631-329-4398 to speak to the Development Director or Finance Director.

more ways to help

Share your time or talents with us. Help make a difference in their lives.

Support our operations so we can help people in need. Donate or buy preloved.

Donate to the Shelter to help us continue providing safe rooms for many in need.

Plan your outreach with us. Share your company's time and talents to uplift others.

qualified charitable distribution (QCD)

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