Giving Appreciated Capital Gains
Publicly traded securities are the most common form of noncash charitable gift asset. From the donor's standpoint, many types of publicly traded securities are attractive gift assets because they are often highly appreciated, are easily transferred, and, in most cases, can be readily valued for charitable contribution deduction purposes without the need for a qualified appraisal. Please contact your tax advisor to review the various types of publicly traded securities and their suitability as a charitable gift assets and contact Journey Resources to coordinate the transfer.
