By Tag · Stock gifts
The market is up, but consider this option before selling that stock!
February 10, 2020
The stock market is once again near historic highs. The S&P Index recently hit a record, and other indexes aren’t far behind. If you own stock or mutual funds, this is great news. Continue Reading ➜
What are my options for donating…options?
August 14, 2019
Last month in Blueprints, Duke's Senior Philanthropic Counsel, Phil Buchanan, discussed gifts of stocks, bonds, mutual funds and other securities. In this post, we'll discuss a related asset – stock options received from an employer.
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Charitable gifts of appreciated stocks, bonds, mutual funds and other securities
July 3, 2019
Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash). If you have owned publicly traded securities more than one year—which makes it a “long term capital gain” asset—you can claim a tax deduction for the full fair market value of the securities and never have to pay capital gains taxes on the appreciation. Continue Reading ➜