Stocks & Securities

Stocks & SecuritiesBy making a gift of appreciated stock, you are able to give a valuable gift to Family & Children’s Service and without incurring capital gains taxes. Things to know when making a gift of appreciated assets:

  • You must have owned them for at least one year and a day.
  • These gifts are deductible up to 30% of adjusted gross income in the year of the gift.
  • Any unused deduction amounts may be deducted
    over as many as five subsequent tax years.

Please note that it is usually to your advantage to donate appreciated stock, rather than sell it and give the charity the proceeds. Please check with your financial advisor for more information.