Appreciated Securities

Consider making a charitable gift of your stocks and securities. If you have appreciated securities (stocks, bonds, mutual funds) that you have held in value for at least one year, you may want to consider contributing them as a gift to the Warren Center. It's a generous and smart way to invest in our community.

Some of the benefits of gifts of stock are:

Avoid capital gains taxes
By contributing securities that have appreciated in value, you avoid the capital gains taxes you would otherwise owe if you sold the securities for your personal benefit.

Take a charitable tax deduction
For federal income tax purposes (including alternative minimum tax purposes), you can deduct the value of the securities on the date of your contribution. The net value of your contribution is the average between the high- and low-quoted selling price on the date that the securities passed from your control. Your gift will be acknowledged in writing by the Warren Center for tax purposes.

Give a larger gift
A gift of stock may allow you to make a larger charitable contribution than would be possible with cash or other means.

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