Sentences with phrase «donation of appreciated securities»

A donation of appreciated securities held longer than one year may be deducted at full fair market value up to 30 percent of adjusted gross income — and you pay no capital gains tax!

Not exact matches

Through the third quarter of 2015, 63 percent of donations to investment giant Fidelity Investments» Fidelity Charitable were appreciated assets, which include publicly traded securities and non-publicly traded assets, such as private - equity interests, private business shares and real estate.

For those charitably inclined, donating long - term appreciated securities is a smart tax strategy, but if you want to support many different charities with this type of donation, it may become time - consuming.

When donating appreciated securities, you can maximize the value of the donation by looking for securities to contribute that have increased the most in value and that you have held for more than a year.

For years, taxpayers have been told that one of the most tax efficient ways to make charitable donations is through gifting highly appreciated securities.

Donating appreciated securities carries valuable tax savings, too — namely, the donor won't owe capital gains taxes on the appreciation in the shares, and he or she can deduct the full market value of the shares at the time of the donation, provided the investor has owned them for up to one year and provided the deduction is less than 30 % of adjusted gross income.