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Donating Appreciated Securities and Other Investments
Making a gift of appreciated investments such stocks or other securities can result in bypassing capital gains tax. For example if you contributed to any of our programs a stock purchased at $50,000 which is now worth $100,000 you could avoid paying the capital gains tax on the profit. Furthermore, you could deduct the full $100,000 value of the gift immediately on your tax return. Most important, you could end up earning income upon retirement based on a percentage of the full pre-tax worth of the stock. This can enable you to be more of a philanthropist than you ever imagined.
For more information on gifts that benefit your heirs as well as the causes in which you most believe, call 212-371-1011 ext. 3317. Or e-mail gift.planning@archny.org
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