Gifts of Appreciated Securities
How it works
You transfer appreciated securities to Mercy Foundation North.
The Foundation sells your securities and uses the proceeds for the purpose you specify.
Benefits
- You receive gift credit and an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital-gains tax on the securities you donate.
- Giving appreciated stock could be more beneficial than giving cash.
- You can make a significant gift now or fund a life-income gift that benefits Mercy Foundation North later.
Consider a gift of appreciated securities if you:
- Hold stocks, bonds, or mutual fund shares that have risen in value
- Want to maximize your deduction but not affect your liquidity
- Want to make an outright gift to Mercy Foundation North, or make a gift that will return lifetime payments to you
- Want to reinvest your assets to increase your cash flow without paying capital-gains taxes by selling the stock
Related Links
More about gifts of appreciated securities
Electronic stock transfer form
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