Gifts of Securities

Contributions of long-term appreciated securities give you a two-fold income tax benefit: a charitable deduction for the full present fair market value, and no tax on the appreciation.  Should the securities have a loss, consider selling them and donating the proceeds, which allow you to recognize the loss as a deduction. The limit on deductibility in any tax year is 30% of your adjusted gross income with any excess deductible carrying over into the next five years.

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 For more information, please call or write:

Pamela E. Dempski
Bethesda Health Group Foundation
1630 Des Peres Road, Suite 290
Saint Louis, Missouri 63131-1800
(314) 800-1981

pedempski@bethesdahealth.org