Marketable Securities

Leveraging Appreciated Marketable Securities to Support IEEE

A gift of appreciated securities, such as stocks, bonds and mutual funds may provide a significant benefit to you as a donor as well as support the mission of the IEEE Foundation.

By donating appreciated securities that you have held for at least one year, you:

  • Avoid the capital gains taxes on the "paper profits"
  • Are entitled to a charitable income tax deduction on the full fair value of the asset
  • May use the deduction, up to 30%, of your adjusted gross income in the year of the gift, and you can carry forward any unused deductions for the next five years.
  • Support a charitable activity that advances technology and education.

If the security you wish to donate has decreased in value, it is normally better from a tax perspective to sell the stock, take the capital loss on your tax return, and make the gift with the cash proceeds.

There are two ways to make a donation of securities: by an Electronic Transfer Authorization or through Physical Delivery. Be sure to notify us of the method you plan to use.

Marketable Securities News


SECURE 2.0: Updates That May Impact You!

On 29 December 2022, President Biden signed the Consolidated Appropriations Act of 2023 (HR 2617) into law, which included provisions affecting retirement savings plans intended to build upon the 2019 SECURE Act. This legislation builds on the original Secure Act and years of discussion aimed at strengthening the retirement system and an expansion of the rules for qualified charitable donations (QCDs). While the Secure 2.0 Act contains dozens of provisions, the highlights are different depending on where you are in your life cycle.


IEEE Foundation Accepts Cryptocurrencies Donations

There are more than 300 million cryptocurrency users worldwide. Crypto philanthropy is an emerging and often taxwise way for crypto users to make philanthropic donations.  The IEEE Foundation is excited…

Martha Sloan 2

First Female IEEE President Gives to Inspire Young Women

Martha Sloan was elected an IEEE Fellow in 1971 and attained Life Fellow status in 2011, and as a trailblazer in the engineering world, she was the only woman among 600…