Gifts of Appreciated Stock

Gifts of Appreciated Stock

Everybody wins when you make a gift of appreciated stock to your community foundation.  Your gains are put to good use.  Your gift of stock is reinvested in your community and qualifies for an immediate tax deduction equal to the full fair market value.

How it works:

  • You make a gift of appreciated stock to CREATE
  • Your gift can be placed in any of our charitable funds.For example, you can create a Donor Advised Fund in your name or your family’s name.
  • Your gift qualifies far a tax deduction based on the full market value of your stock; plus, you avoid the capital gains tax that would arise from the outright sale of the stock.
Generating a return for your community  
 
Putting stock in charity is a good thing for everybody. Stock gifts can provide the means for giving to our community.  Some of our local charities are too small to accept direct stock gifts, but through CREATE it is possible to help.  It’s a simple and rewarding way to give.

Why donate gifts of appreciated stock?

You can use your stock to establish a charitable fund that benefits the local agencies and programs you care about most.  Set up a scholarship fund.  Support special programs for at-risk youth, senior citizens, or other people in need.  Support the arts.  CREATE will help you fulfill your personal charitable goals.  And we can do it through a fund established in your name, in the name of your family or business, or in honor of any person or organization you choose.

Here’s how it works:

You make a gift of appreciated stock to CREATE. Your gift can be placed in any of our charitable funds. For example, you can create a Donor Advised Fund in your name or your family’’s name. Your gift qualifies for a tax deduction based on the full market value of your stock; plus, you avoid the capital gains tax that would arise from the outright sale of the stock.

For more information on Gifts of Appreciated Stock, please contact Juanita Floyd at (662) 844-8989.