Donate Appreciated Securities
Donating Appreciated Securities Is a Tax-Efficient Way to Give
A charitable contribution of appreciated securities that have realized significant appreciation over time allows you to realize more from your donation.
This method has two key advantages:
Any long-term appreciated securities (held for more than one year) with unrealized gains may be donated to a public charity and a tax deduction taken for the full fair market value of the securities at the time of donation, up to 30% of the donor’s adjusted gross income. Securities must be held for one year before donating.
Any long-term appreciated securities (held for more than one year) with unrealized gains may be donated to a public charity and a tax deduction taken for the full fair market value of the securities at the time of donation, up to 30% of the donor’s adjusted gross income. Securities must be held for one year before donating.
Donating long-term appreciated securities to charity through a Donor Advised Fund adds an even greater benefit: The potential to grow your donation, tax-free and use it to give to charity over a period of time.
Contact Linda Engh-Grady or Daria Perez to learn more about donation appreciated securities: 406-863-1781 or email us.
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