About gifts of stock, mutual funds or other investments
Many people choose to give stock, mutual funds or other investments instead of gifts of cash. Giving investments like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the investments for more than one year.
Give investments now and enjoy the benefits, or add us as a beneficiary of these investments and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of stock or other investments can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the investment (if you’ve had them for more than a year)
- Make an immediate impact on children we serve
How it works
- Transfer stock or other investments directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the investment.
- The investments are sold and the funds put directly to use for greatest impact.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Casey Schroder
Title :Director of Donor Relations & Gift Planning
Phone: 321-558-4034
Email: casey.schroder@chsfl.org
Already included us in your estate plan? Let us know, so we can understand how you want your gift to support children.
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of gift plan. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting investments and financial accounts not covered by your will — like 401(k) or IRA accounts — may help your loved ones avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give investments, retirement accounts or property while providing yourself or others with income for a period of time or distributions at a later date.