By transferring appreciated securities directly to a 501(c)(3) nonprofit, you avoid the capital gains taxes that would apply if you sold them first. You can typically deduct the full fair market value on your income tax return. Contributing to a donor‑advised fund also provides an immediate tax deduction while giving you the flexibility to recommend grants over time; you can quickly and easily designate a grant from your donor-advised fund to Houston Methodist through your trustee website. Donating securities that have grown to dominate your portfolio is also an effective way to rebalance while supporting the causes you care about.

Give by IRA Charitable Rollover

An IRA charitable rollover, or qualified charitable distribution, allows individuals aged 70 ½ or older to transfer up to $108,000 (in 2025) annually directly from a traditional or Roth IRA to a qualified public charity without paying federal income tax on the distribution. This method satisfies required minimum distributions without increasing taxable income, benefiting even non-itemizers.

To get started, contact your IRA custodian and instruct them to make a direct transfer; ensure that Houston Methodist has received the funds directly; then request written acknowledgment from Houston Methodist to keep with your tax records.

Support Us Through Stocks, Bonds or Mutual Funds

Commonly donated securities include publicly traded stocks, corporate and municipal bonds, mutual fund shares, and restricted stock. Such donations could eliminate capital gains taxes. If you itemize deductions, you could take an immediate tax deduction in the amount of the full market value.

Disclaimer: Please consult with a tax or financial advisor before making donations of securities to ensure maximum benefits and compliance with tax regulations.