Gifts of Appreciated Securites
Gifts of appreciated marketable securities that you have owned for more than one year can be a most beneficial way to give to SAB. You simply transfer the stock outright to SAB. By contributing appreciated stock to SAB you can avoid the capital gains taxes on the stock’s appreciation.
- You receive 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
- You have the satisfaction of making a significant gift now, or funding a life-income gift that benefits SAB later
For more information and stock transfer instructions, please contact Kristen Barrett, Director of Development, at 212-769-6615 or firstname.lastname@example.org.