Gifts of Stock

You don’t have to write a check to make a gift. In fact, contributing giving gifts of stock or securities, rather than selling them and donating the proceeds of the sale, could be more beneficial to you than giving cash.

Take advantage of a notable double incentive offered by the IRS, and use appreciated securities to make your gift. You’ll be able to claim a charitable tax deduction for the full, fair market value of the securities, and you’ll pay no capital gains tax on the transfer. Result? The "cost" of your gift is less than the deduction you’ll receive for it — and less than the cost of making the identical gift in cash.

Four Reasons to Donate Stock

• Avoid capital gains tax: 15-30% you'd pay if you sold the stock
• Get a bigger tax deduction by making a pre-tax contribution
• BAS keeps the money you would have paid the IRS
• Easy to do! Just call the Foundation office and request instructions to transfer stock

To learn more about individual gift opportunities, please contact Amy Adkins at Amy.Adkins@bswhealth.org.