Sentences with phrase «of appreciated securities»

Because a gift of appreciated securities generally avoids capital gains taxes, this type of gift may have a lower after - tax cost to you than an equivalent gift of cash.

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!

And in the case of appreciated securities, you may deduct the full fair market value of your gift once you have held onto the securities for at least one year.

We welcome gifts of appreciated securities and mutual funds.

Heart of the Valley can accept gifts of appreciated securities such as stocks, bonds and mutual funds and you may receive a tax benefit.

Gifts of Stock and Appreciated Assets Take advantage of appreciated securities without incurring capital gains tax.

Gifts of Stock and Appreciated Assets Take advantage of appreciated securities without incurring capital gains tax.

This same principle is also applied to portfolio rebalancing strategies, where shares of appreciated securities in a given portfolio are sold off and the proceeds used to buy more shares of another section of the portfolio where prices are depressed.

The $ 1 million endowed professorship is made possible through a financial arrangement in which a donation of appreciated securities by Terry and Jane Seaks is matched by an unrestricted gift from the R.B. Terry Charitable Foundation and the University of North Carolina General Administration through its Distinguished Professor Endowment Trust Fund.

We are glad to accept gifts of appreciated securities through our account with Goldman, Sachs & Co..

Gifts of Securities and Property Tufts MC welcomes gifts of appreciated securities such as stock, bonds and real estate.

Gifts of appreciated securities such as stocks, bonds, and mutual funds can entitle you to an income tax deduction.

If that's the case, an investor has two choices: Sell stocks and realize capital gains, or donate some of the appreciated securities to a charity, which shields the stock gains from capital gains taxes.

Gifts of appreciated securities are an easy way to make a gift to Mass Audubon.

You can give a gift of appreciated securities.

A popular alternative to a cash gift is a gift of appreciated securities, which generate a double tax benefit.

Stocks - Through your gift of appreciated securities, stocks, or bonds to the Center, you may avoid some or all of the capital gains tax by deducting their full current market value as a charitable contribution.

Gift of Stock The Museum gladly accepts gifts of appreciated securities.

Gifts to the Annual Fund are 100 % tax deductible and may be made as cash donations or gifts of appreciated securities.

Gifts of appreciated securities (stocks, bonds, or mutual funds held for more than one year) are excellent ways to support the Columbus Museum.

if you wish to make a gift of appreciated securities, or have any gift - related inquiries.

Gifts of appreciated securities can offer tax benefits while also supporting our work to free the innocent and reform the criminal justice system.

Gifts of appreciated securities may be a very advantageous way to give to PPCWNY as we receive the full value of the stock while you, the donor, receives a substantial tax deduction, depending on the size of the gift.