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Gifts of Appreciated Securities
How it works
You transfer appreciated securities to the Mercy Foundation.
The Foundation sells your securities and uses the proceeds for the purpose you specify.
Benefits
- You receive gift credit and an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital-gains tax on the securities you donate.
- Giving appreciated stock could be more beneficial than giving cash.
- You can make a significant gift now or fund a life-income gift that benefits the Mercy Foundation later.
Consider a gift of appreciated securities if you:
- Hold stocks, bonds, or mutual fund shares that have risen in value
- Want to maximize your deduction but not affect your liquidity
- Want to make an outright gift to the Mercy Foundation, or make a gift that will return lifetime payments to you
- Want to reinvest your assets to increase your cash flow without paying capital-gains taxes by selling the stock
Related Links
More about gifts of appreciated securities
For assistance with this gift plan, please complete the request information form or contact the Mercy Foundation at (209) 564-4200 or e-mail to MercyFoundationMerced@DignityHealth.org.