Gifts of Appreciated Securities Planned Giving at THE ASSOCIATED Associated.org - Planned Giving
Jewish Community Federation of Baltimore
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Gifts of Appreciated Securities
(Important reminders)

DON'T
Don't sell stock first and then give THE ASSOCIATED the proceeds. Even though you are making a gift, the IRS will impose capital gains tax on your sale, eliminating a key tax benefit of this giving technique.

DON'T
Don't contribute securities that have declined in value. The fair-market deduction rule works against you: if you bought the stock for $50,000 and it's now worth $30,000, your charitable deduction will be limited to $30,000. You won't earn a capital loss by making the transfer to us, either.

INSTEAD
Sell the depreciated stock, claim the resulting tax loss as one deduction, then make a deductible cash gift to THE ASSOCIATED with the proceeds.

For more information

Email us, complete the personal illustration form, or call us at 410-727-4828 so that we can assist you through every step of the process.




THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore, MD 21201
410-727-4828 | Fax: 410-837-1342
E-mail: mfriedman@associated.org

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THE ASSOCIATED: Jewish Community Federation of Baltimore
101 W. Mt. Royal Avenue, Baltimore, MD 21201, 410-727-4828
www.associated.org