Resources for Individuals & FamiliesResources for Nonprofits
Giving appreciated stocks or securities can provide you with significant tax advantages. By donating appreciated securities (rather than selling and donating the proceeds), you can extend your resources, enabling you to make a greater impact on the charities nearest to your heart.
Traditional cash giving with checks
- Start with $5,000
- Write a $5,000 check to a charity
- Qualify for a $5,000 tax deduction
- Continue paying capital gains taxes
Increased giving with stocks
- Donate stock valued at $5,000 to a DAF
- Qualify for a $5,000 fair market value tax deduction
- The Faithful Journey Foundation sells the shares and places the proceeds into a DAF
- Bolster portfolio with cash saved
- Consider giving more with your tax savings
