Sentences with phrase «transfer appreciated stocks»

You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to American Rivers.

When you transfer appreciated stock directly to The Family Partnership, you do not incur capital gains.

Not exact matches

Appreciated assets, such as the stock of a closely held business or the assets of the business, are transferred (assigned) to the charitable trust.

If I transfer assets out of the Plan and into an IRA I understand that: (i) those assets will no longer be subject to the protections of ERISA, (ii) I alone will be making investment decisions about those assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the assets are in the Plan, and (iv) if I am between the age of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan assets to my new employer's plan, I would not be subject to required minimum distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).

A planned gift can be as simple as naming Homeward Pet as a beneficiary in your will or life insurance policy, or transferring long - term appreciated stock to Homeward Pet directly (rather than selling it and donating the after - tax proceeds).

A planned gift can be as simple as transferring long - term, appreciated stock to Kitten Rescue directly, or naming Kitten Rescue as a beneficiary in your will or life insurance policy.

Transferring stock is an excellent way for you to make a donation because neither you nor CLSMF pays a capital gains tax on the appreciated value.

The Institute would also appreciate receiving a copy of the donor's letter of instruction with the name of the stock / securities, number of shares and date of the request to permit follow up on the receipt of the transfer.