DONATE SECURITIES TO CHILD USA
WHY GIVE SECURITIES?
You can give more!
By donating stock that has appreciated for more than a year, you are actually giving 20 percent more than if you sold the stock and then made a cash donation, due to not having to pay capital gains taxes.
You can potentially reduce future capital gains!
Many investors have stocks that they love and want to hold for the long term. Any appreciation of that stock’s value confirms your belief in it, but it can also set the stage for substantial gains when you sell. So, you should consider donating some of their appreciated shares and then buying new shares to reset your cost basis at the current, higher price. This will reduce your future capital gains tax exposure if the stock continues to grow in value.
You can give your portfolio a health check!
Even with a good diet and regular exercise, your health can get out of balance. So, too, can a stock portfolio. If a review of one’s investments’ gains and losses shows that it’s time to rebalance the portfolio to maximize its performance and optimize for risk, donating stock can give your portfolio the health check it needs. Implementing a donation strategy puts your capital gains to work funding philanthropy.
You can donate stocks without headaches!
Some people may not be interested in donating stock because they think it will require a lot of paperwork and phone calls, or that we may not be able to easily accept a stock donation. With the establishment of our brokerage account, we have taken the hassle out of donating stock.
Help support CHILD USA’s mission to end child abuse and neglect!
To learn more about how to donate securities such as stocks, bonds, mutual funds, treasury bills, or cash – please contact CHILD USA’s CFO Jim Plappert.
Email: [email protected]
Phone: 215 208 6838