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Philanthropy
Ways to Give
Gifts of Stock
Giving appreciated stocks or bonds may be more favorable than a cash donation. You can deduct the full fair market value of long-term appreciated securities and avoid tax on the capital gain, and you can deduct gifts of securities up to 30 percent of your adjusted gross income with a five-year carry-over option. Under certain circumstances, you can also qualify for a 50 percent annual deduction by reducing the value of your gift.
To answer questions about non-cash gifts of stock, bonds, or property, call (858) 784-2037.
E-mail this page to a friend
Gifts of Cash, Checks, or Credit Cards
Gifts in Memory or Celebration