Gifts of Securities

Gifts of appreciated securities offer additional tax advantages, since the full fair market value of the security is deductible as a charitable contribution up to 30% of your adjusted gross income each year when you itemize deductions. Like gifts of cash, deduction amounts that exceed the annual limit can be carried forward for up to five additional years. You do not have to pay federal or state capital gains taxes on the appreciated portion of the gift.

Examples of securities we accept include publicly traded stock, publicly traded bonds, and mutual funds.We also accept closely held securities, which may be in the form of privately held corporations, S corporations, Limited Liability Companies (LLCs), and interests in limited partnerships so long as these securities are liquid.