If you would like to transfer your appreciated assets you can:
Avoid paying capital gains tax on the sale of appreciated stock
Receive a charitable income tax deduction
Further the FINCA mission today
There are special rules for valuing a charitable gift of stock. The value is determined by taking the mean of the high and low stock price on the date of transfer. Mutual fund shares are valued using the closing price for the fund on the date of transfer.
Send your questions to Colleen Zakrewsky who has a wealth of experience advising donors on the best options for making planned gifts to FINCA. You may also enter your contact information below and our planned gift experts will be in touch to discuss planned opportunities with you.