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How to take advantage of appreciated securities without incurring capital gains tax.

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Harry-Anna Trust Fund.
  • Harry-Anna Trust Fund sells your securities and uses the proceeds for its programs. Your broker or financial institution can provide you with a stock transfer form to facilitate the gift.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock is sold.

Giving appreciated stock could be more beneficial than giving cash.


 

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