Friday, June 23rd, 2017 | Login

Appreciated Securities

Giving appreciated securities, such as stocks, bonds or mutual funds allows you to avoid capital gains tax on the appreciated portion of the asset. In most cases, you will be able to deduct the full fair market value (up to 30 percent of the donor’s adjusted gross income, assuming the asset has been held a year or longer.

© Copyright 2009 Elberton Memorial Hospital. Joint Commission Information.