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Considering a Stock Donation?

New York Stock Exchange

Did you know there are special tax advantages if you donate stock that has gone up in value?

Many of your investments are likely worth more today than what you originally paid for them. When you give NBIA Disorders Association stock that has risen in value, and that you have owned for at least a year, you can receive two tax benefits:

  1. A federal income tax deduction based on the current fair market value of the securities, regardless of their lower original cost.
  2. A capital gains tax exemption on any increase in value.

To realize full tax benefits from your gift, keep the following IRS guidelines in mind:

  • Donate long-term appreciated property - owned for more than one year. Otherwise, only the amount you originally paid is deductible.
  • There is a cap. The gift deduction for long-term capital gain property is limited to 30 percent of your adjusted gross income in the year of your gift. Any excess is deductible over the next five years.

Should you wish to donate stock, please fill out the form and send a copy to your broker and one to us.

Stock Donation Form (.pdf)

Stock Donation Form (Microsoft Word .doc)

 

Need help?

To discuss using your stock holdings to support our mission, feel free to contact Colleen Lukoff at 760-591-9455 or 619-396-0380 CLukoff@NBIAdisorders.org. Together with your advisor, we can help you fulfill your charitable goals and protect your assets from unnecessary taxes.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

 

 

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