GIFTS OF STOCKS AND MUTUAL FUNDS

Do you own stocks or other appreciated assets?  

Change lives!  Donate your stocks and appreciated securities and make a big impact!

DONATE STOCK
Donating stocks is a tried-and-true tax strategy that can benefit you and your family – and help stop abuse and violence in Central Texas!

As long as you itemize, and your gift qualifies, you can claim a charitable deduction. But
did you know that you can enjoy additional benefits if you donate long-term appreciated
stock instead of cash?

Three benefits from one gift
Appreciated publicly traded stock you’ve held more than one year is long-term capital gains property. If you donate it to SAFE, you may be able to enjoy these benefits:
  • If you itemize deductions, you can claim a charitable deduction equal to the stock’s fair market value
  • You can avoid the capital gains tax you’d pay if you sold the stock
  • PLUS, you have the satisfaction of knowing your gift is changing lives at SAFE!

Donating Stock to SAFE is Easy - Here's How...
Donating Stock to SAFE is Easy! Visit https://www.safeaustin.org/donatestock, select the ticker symbol from the drop down menu, enter the number of shares and the length you've had the stock. That's it.  It's a gift that's easy to make, but makes a BIG impact in the lives of others!

Legal Name: The SAFE Alliance
Contact Name:  Monica Martinez, Development Manager
Address: PO Box 19454, Austin TX 78760
Federal Tax ID Number: 74-2320657

As always, we suggest that you seek the advice of your financial or legal advisor to make sure this gift fits your goals.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. 
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