Gifts of appreciated securities - Stocks and Mutual Funds
Preparing a gift of stock or other securities to St. Francis DeSales High School is straightforward and simple
The benefits of donating appreciated securities to St. Francis DeSales High School:
Avoid capital gains tax – Gifting stock avoids federal capital gains tax and most donors can also claim an income tax deduction for the stock's full market value (state & local income tax deductions may also be available in some areas).
Make a bigger impact – When you give appreciated stocks directly to charity, your gift can be up to 20% larger because you avoid the taxes you’d incur from selling and donating the cash. This means more money going to the work that you support.
It’s quick and easy - Contact Phil Kraker at kraker@desales.co or 614-267-7808 EXT 436 or Use these forms to get your stock gift started:
Illustrative example, all tax situations are different, consult your tax advisor for your specific situation