Gifts of Publicly Traded Stock

Why not take advantage of two tax benefits by making a transfer to APJCC of publicly traded stock that has appreciated in value, rather than selling the stock and writing a check out of the proceeds?
The first benefit is the tax-deductible contribution you can take for the full value of the stock on the day you transfer ownership of the shares to APJCC.  The second tax benefit is you will avoid the capital gains tax that you otherwise would have to pay if you sold the shares first, and then donated the proceeds to APJCC.  And, by transferring ownership of the shares to APJCC, you will save yourself the cost of selling the stock, too!
For easy instructions on how you or your broker should transfer shares of publicly traded stock to APJCC, please call or email Jennifer Eichholtz, 408.357.7464 or jennifere@apjcc.org.

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Located at 14855 Oka Road, Los Gatos, CA 95032. Tel: 408.357.7429. Fax: 408.358.7311.

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