Donating Appreciated Securities
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Donating Appreciated Securities Is a Tax-Efficient Way to Give

A charitable contribution of appreciated securities that has 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.

Since the securities are donated rather than sold, capital gains tax from selling the securities no longer applies. The more appreciation the securities have, the greater the tax savings will be.

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.