Skip links

Planned Giving: Stocks and Mutual Funds

One of the best ways to reduce your tax liability is to donate securities that have appreciated in value and that you have held for one year or more.


By donating stocks, that have been held for at least one year plus one day, directly to Horizon, not only can you take an itemized tax deduction for the full present value, but you also avoid having to pay capital gains tax on the increased value.

Mutual Funds

Like stocks, mutual funds can be donated directly to avoid capital gains tax, while taking an itemized charitable deduction on their full market value.

How to Transfer Securities to Horizon 

To donate securities held by a brokerage firm:
Tell your broker that you wish to donate stock to Horizon International.

Please have your broker contact our financial advisor for relevant details:

Travis Callaway
First Vice President – Branch Manager
Wells Fargo Advisors
1106 Meridian Plaza, Suite 101
Anderson, IN 46016
(765) 683-3347

Please Note:

Once you have initiated a transfer of stock, please notify Horizon with the following information:

Donor’s Name
Company and number of shares donated
Where stock is held/being transferred from
Estimated date of transfer
Designation (if any)

For example:
Mary Smith is transferring 100 shares of Apple stock from Merrill Lynch on 12/15/2022 designated for the Foundational Fund.

Return to the Planned Giving Page

The information on this website is not intended as financial, legal, or tax advice. For such advice, please consult your accountant, attorney, or financial planner for professional advice and counsel. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

Download Transfer Instructions

You can download a copy of these instructions to give to your broker or financial advisor.