Donating Securities & Legacy Gifts
Donating Publicly Traded Securities & Legacy Gifts to Sunrise
A powerful way to give today and for generations to come.
Donating Securities “In Kind” (Instead of Cash)
Gifts of publicly traded securities—including stocks, mutual funds, and ETFs—offer one of the most tax-efficient ways to support Sunrise’s programs.
- When securities are donated directly to Sunrise, capital gains tax is eliminated.
- You receive a charitable tax receipt for the full fair market value on the date of transfer.
- This often allows you to give more to Sunrise at the same personal cost compared to donating cash.
- Particularly well-suited for donors holding appreciated investments they no longer need or wish to rebalance.
Why Many Donors Choose Stock Gifts Over Cash
- Cash donation: Capital gains may be triggered if investments are sold first.
- Securities donation: No capital gains tax — more of your gift goes directly to Sunrise’s programs.
- Especially effective during year-end planning or when gains are being realized elsewhere in a portfolio.
The Power of Legacy & Endowment Giving
Legacy giving creates an enduring impact, ensuring Sunrise’s mission continues to change lives well into the future.
Including Sunrise in Your Will
- You retain full control of your assets during your lifetime.
- Your estate receives a charitable tax credit, which can help offset estate taxes.
- A meaningful way to leave a lasting legacy while supporting Sunrise’s mission.
Endowment Gifts: Supporting Sunrise Forever
- Endowment gifts are invested, with income used to fund programs year after year.
- Provides long-term financial stability and funding certainty.
- Ensures your generosity continues to make an impact for generations.
Why Donors Choose Legacy Gifts
- Aligns charitable intentions with estate and tax planning.
- Creates multi-generational impact.
- Can be designated to specific programs or areas of care.
- A deeply meaningful way to tell your story through giving.
How to Get Started
- Speak with your financial advisor or estate planner about donating securities or including Sunrise in your will.
- Sunrise can work directly with your advisor to ensure the process is simple and seamless.
- Every gift — present or future — helps transform lives through Sunrise’s therapeutic programs and life-skills training.
- Gifts may be designated to operational or capital programs, according to donor preference.
Contact the Sunrise office for the brochure containing further information on each of these charitable giving opportunities or to discuss options with your financial advisor: