Securities

Donating securities can be one of the most tax-efficient ways for you to support Solar United Neighbors’ mission to build a new energy system with rooftop solar at the cornerstone. And it’s easy.

How you benefit

By making a charitable gift of appreciated securities you have owned for more than one year, you may be able to reap the following benefits:

  • Take a tax deduction for the full fair market value of your donated securities; and
  • Avoid the capital gains tax you would likely have to pay if you sold the securities.

Securities accepted by Solar United Neighbors

You may donate publicly traded securities that are held by your brokerage institution to Solar United Neighbors. This includes stocks, mutual funds, and exchange-traded funds (ETFs). If you wish, you may download Solar United Neighbors’ securities acceptance policy by clicking here.

Get Started: The Process is Simple

Solar United Neighbors uses Stock Donator to securely process securities donations. This service is free for donors. To get started, you must use one of the following two methods:

Method A

  1. Click here to use Stock Donator’s online, automated form to initiate the process. This link will take you to a form on Stock Donator’s website that is specific to Solar United Neighbors.
  2. Once you submit the online form, Stock Donator will initiate the securities transfer with your brokerage institution.
  3. Stock Donator will send you updates on the status of your donation.
  4. Stock Donator will send you a donation receipt on Solar United Neighbors’ behalf as soon as your donation clears.

Method B

  1. Click here to download Stock Donator’s simple “Non-Automated Stock Donation Initiation Request” form. This is a fillable PDF document.

(Note: If you choose Method B, it is essential that you fill out and submit this form. This will enable Stock Donator to credit your donation to Solar United Neighbors when they receive your transferred securities.)

  1. Complete the non-automated form. Then send it directly to Stock Donator per the instructions on the form. (We recommend that you also cc us at: [email protected] when you email the form to Stock Donator.)
  2. If you selected “Option 1” on the non-automated form, you need to contact your brokerage institution directly to initiate the securities transfer after you submit the form to Stock Donator.
  3. If you selected “Option 2” on the non-automated form, then Stock Donator will initiate the securities transfer with your brokerage institution for you.
  4. Stock Donator will send you updates on the status of your donation.
  5. Stock Donator will send you a donation receipt on Solar United Neighbors’ behalf as soon as your donation clears.

Other ways to give

Questions?

Email us at [email protected]

Note: Solar United Neighbors is not a law firm and thus does not provide legal or tax advice. The contents of this page do not constitute legal or tax advice. For advice of that nature, please consult your attorney or tax professional.