Gifts of long-term appreciated stock or mutual fund shares are an easy way to make a lasting contribution to Los Altos Community Foundation. We can sell donated stocks tax-free and use 100 percent of your gift to support the community.
- Income tax savings—For securities, you have owned for more than one year, you can take an immediate income tax deduction.
- Capital gain tax savings—Avoid capital gain taxes incurred if you had sold the stock or mutual fund shares.
- Conservation support—Provide crucial support to LACF at a lower cost than if you had made a gift of cash.
The Advantages of Donating Appreciated Stock
Note: The following example assumes maximum tax brackets. Please see your tax advisor for your situation.
For more information on donating these assets, contact Los Altos Community Foundation, 183 Hillview Avenue, Los Altos, CA 94022
650-949-5908 | firstname.lastname@example.org.
Los Altos Community Foundation is recognized by the IRS as a 501(c)(3) nonprofit charitable organization. All gifts are tax-deductible to the fullest extent of the law. Los Altos Community Foundation’s Federal Tax ID is 77-0273721.