By giving appreciated non-cash assets directly to us or to your donor-advised fund rather than selling them first and then donating, you may be able to give up to 20% more to support our mission.*
Here is a list of non-cash assets you may have in your portfolio that would make tax-efficient donations.
Publicly traded securities | IPO stock | Restricted stock | Fine art and collectibles | Equity compensation awards | Privately held business interests | Real estate | Private equity fund interests | Cryptocurrency
Donating non-cash assets can help you unlock additional funds for charity in two ways*
1. Potentially eliminate the capital gains tax you would incur if you sold the assets yourself and donated the proceeds, which may increase the amount available for charity by up to 20%.
2. You may claim a fair market value charitable deduction for the tax year in which the gift is made and may choose to pass on that savings in the form of more giving.
*A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation. Consult your tax advisor for more information.
Gifts of appreciated property can involve complicated tax analysis and advanced planning.