Gifts of appreciated stocks, bonds and mutual funds

 Your donation of stock or other securities can provide you with a number of benefits, which include:

  • A tax deduction of the fair market value of your stock gift. (Please consult your tax adviser regarding limitations.)

  • If the fair market value of your gift is more than 30% of your gross income, you may be able to carryover your deduction for up to five additional years.

  • You avoid paying capital gains tax on the donated appreciated stock.

  • Your stock or mutual fund gift may be used to fund a charitable gift annuity or charitable remainder trust, providing you with an income for life.

For additional benefits consult your tax adviser. To make a gift of stock today, please call us at 801-328-3550.