Appreciated Securities

Did you know giving stock can be more beneficial than giving cash?

Instead of cash, donors can use appreciated stocks, bonds and/or mutual fund shares they’ve held “long-term” (more than one year) to make their gift. The donor will be able to claim a federal income tax charitable deduction for the full, appreciated value of the securities (not the lesser amount originally paid for them). In addition, the donor will pay no capital gains tax on the transaction. This means the after-tax cost is less than a gift of cash.

For more information contact us at:

215.750.4216
wsfoundation@woods.org

Woods Services Foundation
P.O. Box 36
Langhorne, PA 19047

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