Make a Bigger Impact with a Gift of Stock
(Securities, Mutual Funds, Bonds)
Donating appreciated securities—like publicly traded stocks, bonds, or mutual fund share is a smart and simple way to support Meals on Wheels Diablo Region while maximizing your tax benefits.
A Gift of Stock Might Be Right for You If:
• You want to diversify your portfolio without triggering capital gains taxes.
• You’ve held appreciated securities for over a year.
• You’d like to make a meaningful gift without affecting your cash flow.
Ready to Give or Have Questions?
Our DonateStock page enables you to donate stock from your brokerage directly to our account through a secure portal, making the gifting process fast, safe and easy.
If you would prefer to give stock directly via your broker or if you have questions, please email us
Financial advisors: click here to request DTC transfer instructions.