Gift of Appreciated Stock
Turning stock
market gains into community investment
Everybody wins when you make a gift of appreciated stock to
the Community Foundation. Your gains are put to good use. Your
gift of stock is reinvested in your community, and it qualifies
for an immediate tax deduction based on the full fair market
value.
Giving appreciated
stock through the Community Foundation is popular among a range of
givers—individual investors, families, entrepreneurs, and even
groups of friends who have formed investment clubs.
By giving stock
through the Community Foundation, you can avoid capital gains
taxes that would be due as a result of its sale and establish a
charitable fund that benefits the local causes and organizations
you care about most. With gifts of appreciated stock, your stock
market earnings translate into community impact, so you get a
more rewarding return on your portfolio. You can set up a
scholarship; support special programs for at-risk youth, senior
citizens, or other people in need; address environmental
concerns; or support the arts.
How it works:
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You make a gift
of appreciated stock to the Community Foundation.
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Your gift can be
placed into any of our existing charitable funds or you can
establish a new fund.
-
Your gift
qualifies for a tax deduction based on the full market value
of your stock; you avoid the capital gains tax that would
otherwise arise from the sale of this stock.
-
We handle all
the administrative details.
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Your gift can be
placed into an endowment that is invested over time.
Earnings from your fund are used to make grants addressing
community needs. Your gift—and all future earnings from your
gift—is a permanent source of community capital, helping to
do good work forever.
