Stocks and Security

stocks

Giving securities (stocks, bonds, or mutual fund shares) that are worth more than they cost can bring additional tax savings. Such gifts are generally deductible from income tax at their full current value if they have been owned for longer than one year, and they can be used to offset tax on up to 30% of your AGI.

Gifts of Stock

giftsofStock

Download the PDF, A Guide to Planned Giving, to learn more about contributing gifts of stock.

 

 

 

 

 

 

 

 


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