GIFTS OF STOCK

The Benefits of  Charitable Giving with Stock If you are like most individuals, the value of your stock and other investments has grown over the years. Perhaps you are entering your retirement years and wondering how you can turn your highly appreciated asset into extra income. You may also be concerned about the mounting capital gains taxes due. If you sell your stock in today’s market, you will forfeit a portion of the proceeds to taxes and that means less cash for you. In short, you need a way to sell your stock and avoid capital gains. If you identify with any of these situations, the solution is a charitable stock plan. A variety of charitable plans can help you achieve your goals for tax savings and even provide income. This brochure explains the benefits of a charitable stock plan and how it can work for you.