Making a gift of stock

Making a gift of stock

Gifts of charitable stock may help achieve your goals if you are looking for ways to avoid income or estate tax.

  • Current Stock Gift –  By transferring your stock to us today, you can enjoy the benefits of tax savings on this year’s return. In addition to your charitable deduction, you will avoid paying capital gains tax that would otherwise be due on the sale of your appreciated investment.
  • Stock Bequest – If you are still enjoying the benefits of holding your appreciated stock but looking for a way to avoid estate tax in the future, a stock bequest is a good choice. In your will or trust you may wish to include instructions for transferring your stock to us. Your estate will benefit from a charitable deduction that will lessen the impact of taxes on your estate and your heirs.

 

image
https://www.actuarialfoundation.org/wp-content/themes/imperio/
https://www.actuarialfoundation.org/
#85bd46
style1
paged
Loading posts...
/nas/content/live/taf24/
#
on
none
loading
#
Sort Gallery
on
no
off
Your email
off
off