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Give Smart: Why It Pays to Donate Stocks

Thinking about strategic ways to support to your favorite charities? Consider non-cash giving options that benefit you and the causes you care about.

Donating long-term appreciated securities, like appreciated stocks, bonds and mutual funds, directly to your fund at Truman Heartland is an easy and tax smart way to make a bigger impact during this time of increased need.

If you have appreciated securities, you are likely to owe capital gains taxes when you go to sell. But if you donate appreciated securities directly to your donor advised fund at the Community Foundation you will be able to avoid capital gains taxes and maximize both your charitable tax deduction and your charitable giving dollars.

The chart below illustrates this strategy.

Illustration Donations of Appreciated Securities

Gift of $10,000 of appreciated stock versus sale followed by a gift assumptions:

  • Taxpayer with a federal individual tax rate of 35% and MO tax rate of 5.4%
  • Married couple with total income greater than $326,600 subject to 3.8% Medicare tax
  • Appreciated security with cost basis of $4,000 and long‐term capital gains of $6,000


Interested in Donating Stocks to Your Fund?

Download our brochure on donating stock gifts and discuss this strategy with your professional advisor or make an appointment to meet one-on-one with Cole Eason to learn more about ways to give with Truman Heartland.

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