Beyond the humanitarian benefit, the principal financial advantage of charitable donations is the allowable tax deduction the donor receives. Gifts of appreciated stock, however, offer a greater tax benefit than gifts of cash. They reduce or eliminate the tax on capital gains as well as decrease ordinary income taxes.
The tax benefits of donating gifts of long-term appreciated stock, include:
Other factors to considering when donating long-term appreciated stock:
This form notifies Padres Pedal the Cause of your donation pledge, which will be reflected in the participant's profile as a stock pledge. A valuation of this pledge will not be determined until the proceeds are received from Bernstein Private Wealth Management, at which time the participant's profile will be updated with the dollar amount related to this transaction.
All transactions will be initiated through each donor's respective brokerage firm and require the following information to execute the transaction:
Please contact firstname.lastname@example.org with any questions related to appreciated stock donations.
Bernstein Private Wealth Management is proud to support Padres Pedal the Cause.
Bernstein Private Wealth Management does not provide tax advice. Please consult your tax advisor for details on charitable gifting strategies.
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