Gifts of long-term appreciated stock or mutual fund shares are an easy way to make a lasting contribution to Los Altos Mountain View Community Foundation.
We can sell stock gifts tax-free and use 100 percent of your gift to support the community.
- Income tax savings—You can take an immediate income tax deduction for securities you have owned for more than one year.
- 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 LAMV – CF at a lower cost than if you had made a cash gift.
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 Mountain View Community Foundation, 183 Hillview Avenue, Los Altos, CA 94022
650-949-5908 | email@example.com.
The IRS recognizes Los Altos Mountain View Community Foundation as a 501(c)(3) nonprofit charitable organization. All gifts are tax-deductible to the fullest extent of the law. Los Altos Mountain View Community Foundation’s Federal Tax ID is 77-0273721