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By making a gift of stock to Treatment Action Group (TAG), you have the opportunity to support our life-saving work while also receiving valuable benefits for yourself. Whether you purchased the stock at a lower price or it has appreciated in value, contributing stocks can have a significant impact on both TAG’s mission and your personal financial goals.

Diverse group of ten people smiling at the camera
Members of TAG’s TB team with members of the USAID-funded SMART4TB consortium at a meeting in NYC

How It Works

  1. Evaluate Your Stock: Assess your investment portfolio and identify stocks that have experienced significant appreciation or those you purchased at a lower price than their current value. These stocks can be excellent candidates for making a gift to TAG.
  2. Consult with Your Financial Advisor: Before initiating the stock transfer process, it is advisable to consult with your financial advisor or tax professional. They can provide guidance specific to your financial situation and help you understand the potential tax benefits associated with donating stocks.
  3. Contact TAG: Get in touch with TAG to inform us about your intention to make a gift of stock. You can reach out to us through our dedicated email at or call us at 212-253-7922. Our team will provide you with the necessary instructions and information to facilitate a smooth stock transfer.
  4. Execute the Stock Transfer: Work closely with your financial institution or broker to initiate the stock transfer process. Provide them with the relevant details of TAG’s brokerage account and ensure all necessary paperwork is completed accurately.
  5. Receive Tax Benefits: Depending on your jurisdiction and individual tax circumstances, you may be eligible for a tax deduction based on the fair market value of the donated stock on the day it is transferred to TAG. Be sure to consult with your tax advisor to understand the specific tax advantages applicable to your situation.

How Your Gift of Stock Makes a Difference

By making a gift of stock, you contribute to TAG’s mission of ending HIV, hepatitis C, and tuberculosis. Here’s how your gift impacts our work:

  1. Funding Life-Saving Initiatives: The value of your stock donation directly supports TAG’s critical research, advocacy efforts, and community programs. It helps us advance groundbreaking scientific research, develop effective community engagement, and improve access to care for individuals affected by these epidemics.
  2. Financial Sustainability: Your stock gift helps ensure the long-term sustainability of TAG’s work. By providing a stable and diversified funding base, your contribution allows us to continue our vital advocacy, policy work, and scientific research, even in the face of funding uncertainties.
  3. Maximizing Resources: Donating appreciated stocks enables TAG to convert your investment gains into meaningful resources without incurring capital gains tax. This maximizes the impact of your generosity, allowing us to allocate more resources towards our mission-critical programs.
  4. Personal Fulfillment: Beyond the financial benefits, contributing stocks to TAG brings a sense of personal fulfillment. You become an integral part of a global community working towards a world free from the burden of HIV, hepatitis C, and tuberculosis.

Get Started Today

Unlock the power of your investments by making a gift of stock to TAG. Together, we can make profound progress toward ending these epidemics. Contact us at or call us at 212-253-7922 to initiate the stock transfer process and explore the potential tax benefits associated with your generous gift. Your support helps us create a healthier future for all.

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