Donations of Stock

Modern Technology. Timeless Caring.

Donation of stock is an appreciated asset that is one of the most tax-efficient ways to make charitable gifts. The foundation can process securities from any U.S. investment firm. Making a gift of stock is easy and may offer many financial benefits. Before making this donation, the foundation recommends speaking to your financial advisor to see which of these benefits apply to you:

• A federal income tax charitable deduction if you file an itemized return.
• A deduction for the securities' full fair market value if they have been held 12 months or longer.
• Elimination of capital gains tax.
• If you hold securities that have declined in value, consider selling them and then donating the Foundation's cash proceeds. In this way, you establish a tax loss and claim an income tax charitable deduction for the cash gift.

If you are considering this type of giving option, please contact us at (985) 873-4603 so that you may be provided with any additional information.