Appreciated Assets

One of the best ways to give is with appreciated assets.

Your generosity can make a significant impact on our mission while also providing potential tax benefits for you. By choosing to contribute securities or other appreciated assets, you not only support our cause but also potentially enhance your financial situation.

Types of Appreciated Assets You Can Donate:

Stocks and Bonds:Donating publicly traded stocks and bonds that have appreciated in value is a common way to make charitable contributions. The fair market value of the securities at the time of the donation is typically deductible for income tax purposes.

Real Estate: If you own real estate that has appreciated in value, you can donate it to a charitable organization. This could include residential or commercial properties, vacant land, or even a second home. The tax benefits can be substantial, and you may be able to avoid capital gains tax on the appreciation.

Life Insurance Policies: If you have a life insurance policy that you no longer need, you may consider donating it to a charity. By transferring ownership of the policy to the charitable organization, you may be eligible for a tax deduction.

Intellectual Property: If you hold intellectual property rights, such as patents, copyrights, or trademarks, that have appreciated in value, you may be able to donate these assets to a charitable organization. The fair market value at the time of the donation can be used for tax purposes.

Donate Appreciated Assets

*Please note that it’s essential to consult your tax adviser regarding your personal situation to fully understand the benefits of this giving option.