Appreciated Securities

Giving a gift of appreciated securities

You can save lives and receive a tax advantage by donating shares of stock to an IRS-qualified 501(c)(3) charity, such as the Veritas Society or the Wisconsin Right to Life Education Fund.

You receive an income tax deduction for the full mean market value on the date gifted applicable to the current tax year-plus-five and you are freed from paying capital gains tax on the realized gain.

To donate appreciated securities, you must have owned the securities for at least one year before donating them.

To learn what steps must be taken to give appreciated securities, please call Mary Phillips, Director of Development, 1-414-778-5780 locally or toll-free 1-877-855-5007.

The information provided on this website is not intended as legal, tax or investment advice. For such advice, always consult an attorney, tax professional or investment professional.