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Stocks, Securities and Real Estate
Charitable gifts of appreciated stocks and securities can provide even greater tax benefits than a cash gift of equal value. You may take a charitable deduction for the full fair market value of the property, while avoiding capital gains taxes. The IRS currently allows you to deduct the full fair market value of the property, up to 30 percent of your adjusted gross income, for the year. Any amount over that ceiling can be carried forward for future deduction for up to five years, subject to the same percentage limitations.
To make a planned gift or for more information about estate planning and how to utilize any of the information here, please contact:
Manager, Major and Planned Gifts
10 T.W. Alexander Drive
Research Triangle Park, NC 27709
Or click here to use our online e-mail form to request more information.
This information is provided solely for informational purposes. We recommend that you consult with a licensed, qualified advisor or attorney before making any estate planning decisions.