A smarter way to give: how donating stock can maximize your impact

Date
Jun 25, 2025
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When you think about giving to a nonprofit or health foundation, writing a check might be the first thing that comes to mind. But if you own appreciated stock, there’s another option — one that can make a bigger difference for both you and the cause you care about.

Donating appreciated stock is a tax-efficient way to support nonprofit health care programs in your community. Here’s why it works so well and how it can help you do more, give smarter, and feel good about your impact.

Why consider a stock donation?

When you donate stock you’ve held for more than a year, you could:

  • Avoid paying capital gains tax on the increased value.

  • Receive an itemized charitable deduction for the full fair-market value.

  • Give more than you might be able to in cash, without spending more.

Let’s say you bought stock for $1,000 that’s now worth $5,000.

If you sell it and donate the cash, you’ll owe tax on the $4,000 gain. If you donate the stock directly to Adena Health Foundation, you:

  • Avoid the capital gains tax.

  • Can deduct the full $5,000 (based on IRS rules).

  • Make a more generous gift, without more out of pocket.

What’s in it for you?

Besides the tax benefits, donating stock can help you:

  • Give more strategically, especially during end-of-year planning.

  • Simplify your finances by reducing concentrated stock positions.

  • Fulfill your philanthropic goals using assets, not just income.

What’s in it for the community?

Your gift directly supports the mission of Adena Health Foundation, helping us invest in:

  • Advanced equipment and technology

  • Expanded services across the region

  • Scholarships for future caregivers

  • Programs that make care more accessible, personal, and compassionate

Every stock gift, large or small, helps improve care for families throughout our region.

Is it complicated? Not at all.

Most financial advisors or brokers can handle the process quickly. All it usually takes is a short form and a phone call. We’re happy to walk you through the process, and we’ll coordinate with your advisor to make sure everything goes smoothly.

Let’s get started.

Thinking about donating stock? Start with a quick conversation.

Call: 740-779-8718
Email: foundation@adena.org