Gifts of Appreciated Stock

Gifts of appreciated securities (bonds and stock, including stock in closely held companies) may be used to establish a fund. Such gifts often provide important tax advantages. Their full fair market value is deductible as a charitable contribution up to 30 percent of your adjusted gross income. As with gifts of cash, deduction amounts exceeding this limit may be carried forward for up to five additional years. The added benefit of giving appreciated securities is the avoidance of the capital gains tax on the appreciated portion of the gift. Gifts of closely held stock enjoy the same tax benefits as with publicly traded stock.

Please contact the Philanthropic Services Group for cash wire and stock wire instructions, 303.300.1790.