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Gifting Stocks & Other Securities

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For More Information:

Mr. Marc Littlecott, CAP®
Divisional Planned Giving Director
513-762-5635
marc.littlecott@use.salvationarmy.org

STOCKS OR BONDS

Giving stocks or bonds to The Salvation Army in Greater Cincinnati may provide you with powerful tax benefits.  If you have owned securities for more than one year and the fair market value has increased since you purchased them, you can avoid capital gains tax and receive a charitable gift income tax deduction equal to the fair market value.

Please see the attached document, "Maximizing Tax Savings with Gifts of Appreciated Stock," for more information.

REAL ESTATE

A gift of real estate that has been held for more than a year also has the advantage of providing you with a charitable deduction based on the current fair market value, as well as bypassing capital gains tax on the appreciation.

Please see the attached document, "Gifts of Real Estate," for more information.

For more information on donating securities or real estate assets, please contact Marc Littlecott, CAP®, at 513-762-5635.

 

Available Downloads

File NameFile Size (KB)
Maximizing Tax Savings with Gifts of Appreciated Stock.pdf726 KB
Gifts of Real Estate.pdf760 KB







 


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