February 5, 2010, Newsletter Issue #163: 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.

About LifeTips

Now one of the top on-line publishers in the world, LifeTips offers tips to millions of monthly visitors. Our mission mission is to make your life smarter, better, faster and wiser. Expert writers earn dough for what they know. And exclusive sponsors in each niche topic help us make-it-all happen.

Not finding the advice and tips you need on this Charity Tip Site? Request a Tip Now!


Guru Spotlight
George Sayour