A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to the Education Foundation of Martin County, by eliminating the captial gains tax that would be due upon selling the stock, you receive tangible tax savings and benefits while also supporting our mission. We recommend consulting your tax advisor.
A gift of stock may be right for you if...
- You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax on any paper profit.
- You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you are also eligible to receive a charitable tax deduction for the full fair market value of the stock that you've owned for more than one year.
Your gift of appreciated stock to the Education Foundation of Martin County helps ensure students and teachers have what they need to succeed in school. We couldn't fulfill our mission without support from people like you.
To start your donation, please complete the form below.
After completing the information below, you will receive instructions to initiate the stock transfer. This will also alert us of your incoming gift so that a tax receipt can be sent to you.
Thank you for your support.
