Appreciated securities: Bonds, Stocks and Mutual  Funds

Friends, supporters and professional advisors have long utilized the benefits of making charitable gifts of appreciated securities to support the work and ministry of The Salvation Army in their communities. Making a gift to The Salvation Army of appreciated stock, bonds or mutual funds has never been easier.


Benefits to you

Since The Salvation Army is a recognized 501c-3 not-for-profit organization, there are numerous benefits to making your gift of stocks, bonds or mutual funds. For instance, if you have owned the stocks, bonds or mutual funds for more than one year, you can claim an immediate charitable income tax deduction for the fair market value up to 30% of your adjusted gross income in the year you make the gift. Any unused deduction amounts may be used to help reduce taxes in up to five upcoming tax years.

By giving appreciated stocks, bonds or mutual funds you also bypass the capital gain that would normally be taxable if you were to sell. These types of gifts allow you to use "paper profits" to help offset and reduce your federal and state taxes. Appreciated securities are also ideal for establishing charitable income-producing gifts and charitable trusts.


Additional Information

To make a planned gift, or for more detailed information on appreciated securities, please call Michael Kukitz 610.432.0128 ext. 220 or e-mail: Michael.Kukitz@use.salvationar my.org