Donate Stock

Giving stock held more than 12 months offers a two-fold tax savings. First by gifting securities it is possible to avoid paying capital-gains tax on the increase in value of your securities. In addition to not paying capital-gains it is possible to receive a tax deduction for the full fair market value of the securities on the date of the gift including the unrealized capital-gain.

Subtracting the tax savings from what you originally paid for the securities can result in a gift that costs just pennies on the dollar. This is an excellent vehicle for stock that has appreciated substantially in value as an example.

Donating appreciated shares of stock to Serenity Lane may be a more tax efficient method of giving when compared to giving cash.

The transfer process is simple. It is prudent to consult with your Financial Advisor and CPA before making gifts of securities. If the securities are held by a broker or banker, you can have the securities transferred directly to Serenity Lane.

For transfer instructions and to ensure proper designation of your gift, please contact:

Suzanne Graf
Director of Marketing & Development
(541) 284-8618
sgraf@serenitylane.org