Charitable Gifts of Stock
Charitable gifts of stock are on the rise. By directly transferring stock to The ACTEC Foundation, donors avoid capital gains taxes and maximize the gift.
Advantages of Transfering v. Selling stock
Donor transfers stock for $10,000 to the Foundation.
There is no capital gains tax.
The ACTEC Foundation receives $10,000 and the donor’s deductible is $10,000.
Donor sells stock for $10,000.
Donor incurs capital gains tax of $1,665.
The ACTEC Foundation receives $8,335 and the donor’s deductible is $8,335.
What’s the next step?
Please fill out the form below including the stock ticker name and intended transfer date.
A member of the Foundation staff will follow up with you to make sure the transfer is secure and easy.