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Why Donate Stock or Bonds to a Charity?
Donating appreciated stocks or bonds is simple and easy to give more to causes you care about. When you donate stock or bonds to a charity, you’ll generally take a tax deduction for the full fair market value. Donating stock saves you money and helps you avoid capital gains tax while earning a bigger tax deduction.
Best Types of Stocks to Donate
- Shares that have been held longer than one year and one day.
- Shares with the largest unrealized capital gains.
- Highly liquid stocks that trade on a public exchange.
Types of Stocks to Not Donate
- Stocks owned for less than one year.
- Stocks that have obtained losses.
- Privately held stocks or restricted shares of public stocks.
What Are the Benefits?
There are some pretty big benefits when donating stocks or bonds to the JPII Life Center. Donating stock is one of the smartest and most efficient ways to give to a charity while saving money and earning larger tax deductions. Here are some benefits to consider when donating stock:
- Avoid paying capital gains tax on the sale of appreciated stock.
- Receive a charitable income tax deduction.
- Your contribution and tax deduction could increase over 20%.
- You can maximize your gift and impact.
You can save more lives by paying it forward
with gifts of stock or bonds
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Mike and Linda Stuart
Austin, Texas
What are the Next Steps?
To learn more about IRA Charitable Rollovers, please read below:
1. Seek the advice of a financial or legal advisor.
2. Please contact give@jpiilifecenter.org or 512-407-2900 to notify our office of your intended gift. Your information will also allow us to identify and promptly acknowledge your gift.
Legal Name: St. John Paul II Life Center
Address: 1600 W. 38th St. Ste. 110, Austin, Tx 78731
Federal Tax ID Number: 20-8785471
3. Please contact give@jpiilifecenter.org or 512-407-2900 to notify our office of your intended gift. Your information will also allow us to identify and promptly acknowledge your gift.
*Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
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Grants from Donor Advised Funds
A simple, flexible and tax-efficient way to support the JPII Life Center.
IRA Charitable Rollover
Make tax-free charitable gifts directly from your IRA to support the JPII Life Center.
Planned Giving
Planning your legacy through our Legacy for Life program can make a lasting difference in the lives of countless babies and mothers.
Schedule an appointment with our financial advisor to get started.
