Gifts of Appreciated Stock

For many Americans, the stock market has played a key role in both current financial planning and long-term investment strategies. As a result, many families today are considering ways to leverage the value of their stock in support of charitable organizations in order to realize the following:

•  A gift of appreciated stock to charity preserves 100% of the value, which allows the charity to sell and bypass the capital gains tax  
 
•  A gift of appreciated stock triggers a charitable income tax deduction that results in actual cash savings to the donor. 

For more information on making a gift of appreciated stock to fund your philanthropic desires, please contact the Georgia United Methodist Foundation at 770.449.6726, 877.220.5664 or info@gumf.org.