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Donating stocks – important new tax advantages

You no longer have to pay capital gains tax when you donate publicly traded stocks to qualified charities, under new tax rules introduced in 2006.

If you own stocks with substantial unrealized capital gains, this tax change can enable you to give a much larger gift compared to selling the stocks, then donating the proceeds. You can also completely eliminate capital gains tax when you donate a certain amount of a particular stock, while selling the remainder for reinvestment or other purposes.

Click on our Stock Donation Calculator (opens new window) to find out exactly how many shares you would you need to donate in order to eliminate capital gains tax.

 
 

Take the next step…talk to an advisor.

To learn more, please contact an advisor today. Or, ask an advisor to contact you.