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Appreciated Stock Gifts

 

Stocks (or securities) and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Cross Schools. Making a gift of stock or mutual funds allows you to support our school while realizing significant benefits for yourself.

When you donate appreciated stock or mutual funds that you have held for more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. When you donate stock to Cross Schools, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

Making a gift of stock to support Heritage is as easy as instructing your broker to transfer the shares. Contact the Business Office at Cross Schools for transfer instructions at n.justice@crossschools.org.