February 17, 2006, Newsletter Issue #4: Ways to Give: Securities

Tip of the Week

Gifts of appreciated securities are generally fully deductible at their market value, though the deduction a door may take is limited to 20% or 30% of his Adjusted Gross Income (AGI), and may be carried forward for five years.

Appreciated assets donated to charity are not subject to capital gains tax. Therefore, a gift of securities of gifts of stock to charity will save a donor capital gains tax, provide a tax deduction for the donor, and will provide the recipient with the market value of the appreciated assets.

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