Liquid Securities – Giving appreciated securities, such as shares of stock or mutual fund shares, may be advantageous from a tax standpoint. The advantage to those who itemize their deductions, means they can take a deduction for the current market value of the stock (as of the date of the gift, following IRS guidlines) and yet avoid capital gains tax.

This can make a significant difference depending on the appreciated value of the shares during the time you’ve owned them. Consult your tax or financial adviser before making a gift of stock.

Please contact Many transfers can be done electronically. SHV will issue a “Gift in Kind” letter documenting your gift for tax purposes.

Non-Cash Items – You can donate non-cash items such as vehicles, RVs, boats, cell phones, real estate, and inventory. Contact