Donate Securities

Maximize your tax deduction by contributing stocks, bonds, or mutual funds held for over a year. Enjoy an income tax deduction for the full market value, sidestepping capital gains liability on securities' appreciation. If the donation exceeds 30% of AGI, carry the excess forward for up to five years. Avoid capital gains tax by donating securities directly instead of selling them for a cash donation.

For all adjustments to your estate plan, we recommend you consult your legal and/or financial specialist.

Potential Tax Benefits

Donating stock or property to Rose Foundation can produce a variety of tax benefits: Contributing securities held for over a year allows an income tax deduction for the assets' full market value, sidestepping capital gains liability. Directly giving appreciated securities also avoids capital gains tax on their sale.

For all adjustments to your estate plan, we recommend you consult your legal and/or financial specialist.