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.