A gift of appreciated securities may provide you with greater tax advantages than a gift of cash. By giving appreciated assets (for example, stocks, bonds, or mutual funds) some individuals and households may be able to avoid paying capital gains taxes on the appreciation and receive a tax deduction on the value of the gift. We recommend that you consult with a qualified professional (for example, an attorney or financial advisor) about any potential tax benefits of your gift.
You can also donate stock as part of your legacy. If you plan to make a bequest of stock/bond/mutual fund to a non-profit like the New Hampshire Timberland Owners Education Foundation, consult an estate planning attorney. Click the links to learn more about legacy club or estate giving or call the office at 603-224-9699.