Appreciated Securities Video

Appreciated Securities Video

$195.00 / year

Elevator Pitch to donor, “Did you know giving stock can be more beneficial than giving cash?” Instead of cash, donors can use appreciated stocks, bonds and/or mutual fund shares they’ve held “long-term” (more than one year) to make their gift. They will be able to claim a federal income tax charitable deduction for the full, appreciated value of the securities. In addition, they will pay no capital gains tax on the transaction. This means the after-tax cost is less than a gift of cash.

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