Gift of Securities
A gift of appreciated securities held for at least one year and a day may be ideal for giving because:
- The amount of the gift to charity is the same as if you gave cash.
- Your charitable tax deduction is the same as if you gave cash.
- You have avoided capital gains tax on the appreciation of your stock.
For any questions you may have on a gift of securities, please contact us. We will be glad to help you.