Gifts of Securities

Select Care ManagersYour support of JFCS of Southern Arizona through a gift of appreciated securities is always welcome and provides for a mutually beneficial transaction.

A gift of appreciated securities that have been held for more than one year may provide significant benefits to you as a contributor, such as:

  • Entitling you to a charitable income tax deduction for the fair market value of the gifted securities as of the date of gift.
  • Eliminating capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds from the sale to a charity.
  • Claiming your charitable deduction against up to 30% of your adjusted gross income. Any unused deductions can be carried forward over the next five years.
  • Providing a way to help you to achieve your long-term financial objective of reducing your income and estate taxes.

You should always consult with your financial advisor before initiating a charitable gift arrangement, to ensure that you are aware of all the possible tax benefits and implications of such a gift.

For more information please call us at (520) 795-0300.