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Why Donate Stock?
Many donors to the Marshall County Community Foundation, Inc. make gifts in the form of appreciated stocks, bonds, and mutual fund shares rather than cash.  In addition to the philanthropic benefits to the charity, a gift of appreciated securities offer you the following bonuses:
        You avoid paying capital gains tax on the appreciations; and
        If you have owned the securities for more than twelve (12) months, you may
          claim a tax deduction for the market value--rather than the purchase price--of your
          securities when you itemize your taxes.

As a example:

Current Market Value $10,000
Original Cost $2,000
Capital Gain  $8,000
Income Tax Charitable Deduction  $10,000
Income Tax Savings
($10,000 x 36% Tax Bracket) 		$3,600
Capital Gain Tax Avoidance
($8,000 x 20%) 		$1,600
Total Tax Savings $5,200
"Cost" of Gift of $10,000  $4,800
Benefit to Charity $10,000

Consider a gift of Appreciated Securities in your year-end tax planning. Whether the certificate is in your name, or held by a broker/banker, the procedure is simple. Contact the Marshall County Community Foundation today for specific information.*

*Note: This is not intended as legal advice. Please consult your advisors.

 

Click below
to see how much you can save!

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2701 N. Michigan St. | P.O. Box 716 | Plymouth, IN 46563 U.S.A.| Phone 574.935.5159 | Fax 574.936.8040