Stock & Other Securities
Your investments have grown through the years but now you face major long-term capital gains taxes once you sell any of your stocks or mutual funds. You have the option to donate your stock or securities that you have held for more than one year directly to Boys & Girls Clubs of Central Florida and pay ‘zero’ capital gains taxes and even qualify for a charitable deduction equal to the full value of your stock/securities gift.
Donating appreciated stock or securities can be an invaluable way for you to impact children’s lives and help you give “smarter”.
Review the PDF below for more details.
Other Ideas for Appreciated Stock & Other Securities
Appreciated stock and securities held for more than a year can also be used to start or fund various Planned Giving vehicles that can provide tax relief while generating funds for charitable giving or income for you or your family for many years to come.
Securities can help fund the following vehicles:
Boys & Girls Clubs of Central Florida does not provide tax, legal or financial advice. These materials have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or financial advice. You should consult your own tax, legal and financial advisors before engaging in any transaction.
IRA Charitable Rollover
Donor Advised Funds
Charitable Gift Annuity
Real Estate
Bequests
Life Insurance
Retirement Funds
Gifts that Pay You Income
Ways to Give Smarter
Good vs. Bad Assets
Request our Free Estate Planning Guide
Because our organization believes so strongly in the importance of you having a Will that honors your wishes and protects your family, we have a FREE Estate Planning Guide that we will send you. The guide is a thorough step-by-step review of things to consider when creating your estate plan. It will save you valuable time and resources by helping prepare important documents and information before meeting with your professional advisors.
Simply send your email or physical mailing address to Phillip Deal at pdeal@bgccf.org and request your copy. Phil can also be reached at 407-841-6855, ext. 103.
Contact Us
For any questions, details and more information about Planned Giving, please contact Phillip Deal, Director of Major & Capital Gifts at pdeal@bgccf.org or 407-841-6855, ext. 103.