Gifts of Appreciated Securities

If you own stocks, bonds, mutual funds, or other assets that have increased in value since the time of purchase, you may find it advantageous to give them to Brigade. Your outright gift of long-term, appreciated securities is exempt from capital gains taxes and, if you itemize, you may claim a charitable income tax deduction equal to the full fair market value of the securities at the time of transfer.

If your year-end giving involves gifts of securities, remember these gifts can save you taxes in two ways -- you receive a charitable deduction and you avoid the capital gains tax on the gift. And if your securities have depreciated (i.e. if the net value is less than what you paid for them originally) you can sell them and give the proceeds to Brigade. This allows you to claim the loss when you file your taxes next April and take the charitable deduction for the amount of your gift.

Please call Brigade at (920) 725-3983 to discuss the simple process of donating other securities such as mutual funds or bonds, and to inquire about special gift strategies involving stock options or restricted stocks.