Stocks, Bonds, Mutual Fund Shares
If your investment portfolio includes low-yielding, highly appreciated stock or securities that have been held for more than one year, you may want to consider gifting them to Piedmont Discovery Center. Appreciated property can include publicly traded stocks, bonds, mutual funds, closely held stock, commercial property, farms, personal residences, or unimproved land.
You may benefit by:
- Receiving an income tax deduction for the full market value of the gift as of the date of transfer
- Paying no capital gains tax on the appreciation of your asset
- Making a generous charitable gift without reducing your liquid assets
- Reducing your exposure to estate taxes
- Amplify your generosity with a pre-tax gift: the nonprofit keeps the proceeds that would have been paid in taxes
Donate appreciated securities (stocks, bonds, mutual fund shares). Follow this link to donate via our DonateStock page.
Disclaimer
The information above is not intended to be tax or legal advice. We highly recommend you consult with your estate advisor, attorney, and/or financial planner to ensure the gift you are considering dovetails with your financial goals and life planning.