Popular Tax-Smart Gifts
Giving Stocks
Many people are increasingly choosing to give cash assets in novel ways, so they can have a bigger impact at less cost to them.
Why Give Stock, Securities, & Mutual Funds?
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Step-by-Step Guide for Making a Donation Today
1
Contact
Let your broker or financial advisor know you’d like to make a charitable gift of to the Florida Native Plant Society, Inc.
2
Inform
Provide your broker with FNPS’s account information and initiate the transfer of appreciated securities.
3
Confirm
Once your gift is sent, notify us and we will inform you once it has been received.
4
Celebrate
We share our deepest gratitude for your contribution to help us on our mission!
Benefits
Tax Advantages
When you donate appreciated stock, you can avoid paying capital gains tax and still claim a charitable deduction for the full fair market value.
Direct Support
Giving stock allows you to support conservation efforts without tapping into your cash, helping you give more generously and sustainably.
Simple & Impactful
A quick transfer from your brokerage account puts your investment to work for Florida’s native plants and natural habitats.
How to Give Today
Reach out to your broker or financial advisor and let them know you want to make a contribution to the FNPS.
Brokerage:
Vanguard
Account Name:
Florida Native Plant Society Inc.
Tax ID#:
59-2676375
Account #:
49295082
DTC #:
0062
Address:
PO Box 5007
Gainesville, FL 32627
Then contact us and let us know you are making this generous gift for Florida native plants! Brokerages don’t always send donor details along with the transfer, so please let us know.
Contact Us
FAQ - Donating Stocks, Securities, and Mutual Funds
Q: Why might I want to donate appreciated stock instead of cash?
Donating appreciated stock, securities, or mutual funds allows you to avoid paying capital gains tax on the increase in value while still receiving a charitable deduction for the full fair market value. It’s a tax-smart way to give more without reducing your cash flow.
Q: What types of securities can I donate?
You can donate publicly traded stocks, bonds, and mutual fund shares. If you’re interested in giving privately held stock or other assets, contact us — we’re happy to discuss the possibilities!
Q: How do I transfer stock to the Florida Native Plant Society?
Start by contacting your broker or financial advisor and provide them with FNPS’s brokerage account information. Be sure to notify us of your gift, as stock transfers often arrive without donor details attached.
Q: Will I receive a tax receipt for my stock donation?
Yes! After the transfer is complete and FNPS receives the shares, we will send you a tax acknowledgment letter reflecting the date of transfer and the number of shares donated.
Q: Can I donate stock if it has decreased in value?
If your stock has declined below its purchase price, it’s often better to sell it first, realize the capital loss for tax purposes, and then donate the cash proceeds. Consult your tax advisor to find the best option for your situation.
Q: Is my donation anonymous?
If you wish, yes. Contact us and let us know you choose to make your gift anonymous.
Q: How will my donation support FNPS?
Your donation directly fuels FNPS's mission to protect native plants and natural habitats through conservation, education, and advocacy. Your gift helps fund impactful programs, expand outreach, and safeguard the future of the places and species you care about — making your generosity last well beyond today.
More Ways to Make an Impact
Explore other options that may suit your needs.
Ways to give today
Ways to give in the future
Include FNPS as a beneficiary in your will, trust, or on your bank accounts; join our legacy society
Tax-smart giving
Double your impact
Unique ways to give
Disclaimer: Estate and financial planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. The Florida Native Plant Society is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions.
