Securities

Do you own a stock that has done well, but are worried about your capital gains liability? Do you have securities in your portfolio that you want to sell but you don’t want the tax consequences?

Then you can take advantage of current incentives offered by the IRS and use appreciated securities that you have owned longer than one year to make your gift. By making a gift of appreciated securities, you can claim a charitable tax deduction for the fair market value of the securities, and avoid capital gains tax on the transfer. The result is a generous gift to St. Joe’s and a strategic financial transfer with significant tax benefits.

 

You can transfer publicly traded stocks, bonds, or mutual fund shares. There are many ways to support St. Joe’s through a gift of appreciated securities. For more information on planned giving, please contact Dan Warner '06, Vice President of Institutional Advancement, at 716-270-4115 or [email protected].

The information on this website is not intended as legal or tax advice. Full Disclaimer.