Gifts of Stock or other Assets

Support the enduring legacy of Theodore Roosevelt through a gift of stock, real estate, royalties or other assets to the Theodore Roosevelt Association. These types of gifts provide a powerful way to make a lasting impact on our programs—such as Youth Leadership, Historical Scholarships, Navy and Police Awards, Teddy Bears for Kids, and more—while potentially offering significant tax benefits to you as the donor.

Your generous gift enables the Association to continue inspiring leadership, service, and courage across diverse fields and generations.

How It Works:

Gifting stocks or appreciated securities held for more than one year allows you to avoid capital gains tax on the appreciation and receive a charitable deduction for the full market value of the gift. Real estate gifts may also provide tax advantages and support our mission's sustainability.

What You Need to Do:

• When you are ready to make a gift, please contact TRA and we will give you the appropriate stock transfer instructions which you can provide to your broker. Your broker will initiate the transfer.

• We will also need your name, the type and number of shares or description of the asset, and the approximate date of transfer. This allows us to properly acknowledge your donation and send you a tax receipt.
• Consult your tax professional to understand the specific benefits related to your gift.

Together, we keep Roosevelt’s legacy vibrant and impactful for generations to come.

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