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Example Gift of Appreciated Securities

For more information on making a gift of appreciated securities, click here.

Five years ago Mr. Sequoia purchased 100 shares of FOREST Co. stock at $5 per share for a total of $500. The company has done very well and his 100 shares are now worth a total of $2,500. He consults his financial advisor and decides to donate his stock to Earthjustice. Mr. Sequoia, who is in the 28% tax bracket, avoids a total of $1,000 in taxes and feels that he has made a significant difference towards the protection of wildlands, public health and endangered species for generations to come.

Tax Savings, Cash vs. Stock Gifts

Cash

Stock

Gift Amount

$2,500

$2,500

Charitable Deduction

$2,500

$2,500

Income Tax Savings (28% Bracket)

$700

$700

Capital Gain Tax Savings

$0

$300

Total Tax Savings

$700

$1,000

"Cost" of Gift

$1,800

$1,500

This example 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.