A gift of appreciated securities may provide you with greater tax advantages than a gift of cash. By giving appreciated property (for example, stocks or bonds) you can avoid paying capital gains taxes on the appreciation and receive a tax deduction on the value of the gift. We recommend that you consult with a qualified professional (e.g., an attorney or financial advisor) about any potential tax benefits of your gift.
For more information about gifts of stock, please contact LRCT President Don Berry (dberry@lrct.org or 603-253-3301).