topic Should a donation of mutual funds to a non-profit be recorded as 'Stock' or 'Securities, other than stock'? in Investors & landlords

Should a donation of mutual funds to a non-profit be recorded as 'Stock' or 'Securities, other than stock'?

rixeybooth — Wed, 18 Feb 2026 20:29:25 GMT

Are mutual funds considered 'Securities, other than stock', or 'Stock'?

Re: Should a donation of mutual funds to a non-profit be recorded as 'Stock' or 'Securities, other than stock'?

Mike9241 — Wed, 18 Feb 2026 20:48:48 GMT

i would say securities rather than stocks. But the difference should not affect the tax benefit of the contribution.

Re: Should a donation of mutual funds to a non-profit be recorded as 'Stock' or 'Securities, other than stock'?

mpizipp — Sat, 28 Feb 2026 19:14:24 GMT

Follow up the recommendation to denote the Mutual Fund donation as "Securities, other than stock" -

TT asks the following questions:

- Did you have the item(s) in this donation appraised?

Yes

An appraisal is required for any item or group of similar items with a resale value of $5,000 or more.

I'm guessing that I should answer "No" to appraisal, but the brokerage firm did set the value based on the Average Selling Price, which I selected on a prior page.

Would an EFT follow "stock, publicly traded" reporting or "securities, other than stock"?

Re: Should a donation of mutual funds to a non-profit be recorded as 'Stock' or 'Securities, othe...

Vanessa A — Sat, 28 Feb 2026 19:48:46 GMT

Securities other than stock. Mutual funds are securities.

If the securities are publicly traded, then they do not need an appraisal.

If they are private securities then they do need an appraisal.