A $5,000 cash gift and a gift of $5,000 in appreciated securities both generate the same charitable deduction.
But if you use publicly traded stocks, bonds, or mutual fund shares that you have held for a year or longer to make your gift, you will receive an additional tax benefit: The IRS allows you to make your transfer to a nonprofit without recognizing capital gains on the appreciation. You can thus leverage a larger donation than you could make with cash — and receive a larger tax benefit — by “buying low and giving high.”
Several tagline ideas come with this template.
Planned giving marketing downloads and back-office tools.
This website is owned and operated by PlannedGiving.com, your trusted planned giving marketing authority.