Gifts of Stock

Maximize You Gift to JA by Donating Appreciated Securities 

  • Receive an income tax deduction (federal and most states), subject to phase-outs and limitations, for the full market value of your gift if you itemize deductions on your tax return and have held the assets one year or longer.
  • Avoid federal and state tax on the capital gain.
  • Make a larger gift at a lower original cost to you.

Example Federal Tax Benefits of Contributing Highly Appreciated Stock vs. Cash:

Source: Harvard Alumni

Contact the JA of San Diego office to learn more about gifting appreciated securities.
Phone: (619) 682-5155
Fax: (619) 682-5159