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Donate Stocks or Assets
Many donors choose to make gifts using
long-term appreciated stocks and mutual funds due to the tax
advantages associated with such gifts that are outlined
below.
For your convenience, we offer you the option of
transferring stock to help facilitate this decision.
Before you make a gift of appreciated securities, however,
you should consult your financial planner or tax advisor to
determine how the potential tax advantages apply to your
specific situation. Should you decide to move forward with
your decision, contact your local office for more
information?
Below are some of the benefits available to you when making
a contribution of stock or asset:
-
Avoiding federal and state tax on the
capital gain.
-
Receiving an income tax deduction
(federal and most states) for the full market value of
your gift if you itemize deductions on your tax return
and have held the assets one year or longer.
-
Making a larger gift at a lower original
cost to you.
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