By donating long-term appreciated securities you'll have the satisfaction of knowing you've changed lives and receive a terrific tax benefit as well.
Benefits of Your Gift of Transferred Stock:
- Take an immediate income tax deduction for the stock's full fair market value.
- Pay no capital gains tax on appreciated stocks donated.
- The more appreciation the stocks have, the greater the tax savings.
- A charitable deduction may be used up to 30% of adjusted gross income.
Transferring shares of stocks, mutual funds, or exchange traded funds (ETFs) from your broker to Home for Families is easy and secure.
If you would like to make a stock gift contact Cathy Stofac, Vice President, Advancement, at 937-631-4821 or firstname.lastname@example.org. Plan to share with her the following information: securities being gifted, the number of shares, the intended transfer date, the fund or purpose of the gift, and the name and phone number of the financial advisor, bank or brokerage firm, if applicable.