Give Stocks or Mutual Funds
Appreciated Securities
(Stocks, Bonds and Mutual Funds)
Thank you for planning a gift of stock for Agape Unlimited!
For information needed to make an electronic or certificate transfer of your gift stock, please contact:
David DeShan, M.D.
Phone: 1-877-576-4504
Email: [email protected]
The benefits derived from donating appreciated securities to Agape Unlimited can be threefold (if you have held the security for more than 12 months).
Depreciated Securities
Perhaps not all your investments have appreciated. If this is the case, your tax advisor may confirm a strategy of selling these securities at a loss and using the losses to offset other gains reportable on your tax return. The cash from the sale can then be gifted to Agape Unlimited.
(Stocks, Bonds and Mutual Funds)
Thank you for planning a gift of stock for Agape Unlimited!
For information needed to make an electronic or certificate transfer of your gift stock, please contact:
David DeShan, M.D.
Phone: 1-877-576-4504
Email: [email protected]
The benefits derived from donating appreciated securities to Agape Unlimited can be threefold (if you have held the security for more than 12 months).
- – You may be able to bypass paying capital gains tax on any appreciation, and
- – You may be able to deduct the full fair market value.
- – By transferring the security directly to Agape Unlimited, your gift is not reduced by sales commissions.
Depreciated Securities
Perhaps not all your investments have appreciated. If this is the case, your tax advisor may confirm a strategy of selling these securities at a loss and using the losses to offset other gains reportable on your tax return. The cash from the sale can then be gifted to Agape Unlimited.