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Gifts of Appreciated Securities

What You Need To Know

Our Stock Transfer Information:

Broker: Charles Schwab
Account #: 3024-7509
DTC: 0164, code 40

Appreciated Securities Gift Contact:

Jacqui Dec
Earthjustice
50 California Street, Suite 500
San Francisco, CA  94111
Phone: 1-800-584-6460
stockgifts@earthjustice.org

For information on how to make your gift, click here.

 

A gift of appreciated stock or mutual funds is a tax-wise way for you to support Earthjustice. To ensure that your gift qualifies for a 2012 income tax deduction, your gift must be received by December 31, 2012. It can take up to 3 weeks to process your gift at the end of the year, so contact your broker today.  Please contact Jacqui Dec at (800) 584-6460 or stockgifts@earthjustice.org for more information or stock transfer instructions.

Donating securities such as stocks, mutual funds, and bonds is a tax-wise way for you to support Earthjustice’s mission. In order to be fully deductible, the gifted securities must have been held by you for more than one year.

Appreciated Securities
If you own securities that have increased in value since you bought them, you can make a charitable gift to support our work and save on income tax & capital gain tax.

 See an example of this type of gift

 Find out how to make your gift

Income Tax Savings
You can receive a charitable income tax deduction equal to the fair market value of the donated securities. If your gifts are greater than 30 percent of your adjusted gross income, you may carry-over the excess for up to five years.

Capital Gain Tax Savings
You can completely avoid capital gain tax that you would owe on the difference between the cost basis, or purchase price, and the price at which the asset is sold.

Depreciated Securities
If you own securities that have decreased in value since you bought them, you may wish to consider selling them and making a gift of cash. You may then claim a capital loss as well as a charitable donation for your gift.

Securities Held for Less Than One Year
If you purchased securities less than 12 months ago, donating them is generally inadvisable. Your charitable income tax deduction would be limited to your cost basis, or your purchase price.

Tax Savings and Income for Life
Planned gifts can help you take advantage of these tax benefits and secure income for your lifetime and/or the lifetime of a friend or loved one. Explore your options here.

This information is for informational purposes only. Earthjustice is not in a position to offer financial advice. We recommend reviewing any gift plan with your personal advisors.