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If you are planning to make a contribution to our charity, consider donating appreciated securities from your investment portfolio instead of cash. Your tax benefits from the donation can be increased by not only getting a charitable deduction, but also by avoiding a capital gains tax on the appreciated value of the donated property if you sold it.
Here is an example comparing making a donation of an appreciated security to selling the security, paying the tax and then contributing what’s left to the charity:
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With a direct contribution of an appreciated security, the donor’s federal income tax is reduced by an additional $12,150 and the charity received $9,000 more.
*Availability of certain federal income tax deductions may depend on whether the donor itemizes deductions. Charitable contributions of capital gain property held for more than 1 year are usually deductible at fair market value. Deductions for capital gain property held for one year or less are usually limited to cost basis.
This example is for illustrative purposes only, due to the complexities in federal and state tax law you must consult your tax advisor for how such a transaction would affect your particular situation.
If you are interested in donating securities, please contact our Executive Director, Sandra Hosseini at firstname.lastname@example.org
Please review our policy and guidelines regarding donations to our Foundation.