Donating Appreciated Stock to Maximize Social Impact

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As a high-net-worth individual, you’ve likely already made generous charitable contributions. But did you know there’s a tax-efficient strategy to make your donations go even further? While cash donations are common, there’s a smarter, more tax-efficient strategy that can significantly increase the value of your gift: donating appreciated stock to charity. 

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If you’re looking to unlock the full potential of your charitable giving, our whitepaper, "Donating Appreciated Assets: Maximizing Impact While Reducing Tax Burden," will help you understand to advantages of donating appreciated assets rather than cash.

In the whitepaper, we break down the benefits of donating stock, explain how it can help diversify your portfolio, and outline key tax strategies to ensure you maximize your financial potential. 

By contributing securities that would otherwise cause a tax liability, you can support causes that you care about while minimizing your tax burden. Don’t miss out on this tax-efficient strategy that could transform the way you give.

Download our free whitepaper now to learn how to maximize your impact and reduce your taxes with intelligent donation strategies. 

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When you donate stock that has appreciated in value, you not only support a worthy cause but also enjoy substantial tax benefits. By donating stock that you’ve held for over a year, you can avoid paying capital gains tax while still claiming a charitable deduction based on the stock's full market value. This can result in a larger tax break and a bigger overall impact for your chosen charity. 

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The tax benefit of stock is typically limited to tax-loss harvesting, an advanced strategy that utilizes under-performing stock to offset capital gains. While this method is useful, it can be time-consuming and maxes out at a limit of $3,000 per tax year. For donors looking to harness the power of high-performing assets, donating stock to charity is a powerful too.

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