With the stock market regularly breaking records at the closing bell, many of your investments are likely worth more today than what you originally paid for them.
Time to sell? If you do, you might have to pay capital gains taxes. There’s a better option that provides you with valuable tax incentives as well as the satisfaction of supporting a cause close to your heart: Give your stock to the Zoological Society of Milwaukee.
When you give the Zoological Society appreciated securities that you’ve owned for more than one year, you will receive two tax benefits:
To realize full tax benefits from your gift, keep the following IRS guidelines in mind:
If you have the physical securities:
If you don’t have possession of the physical securities:
To discuss using your stock holdings to support our mission, feel free to contact Candy Walton at 414-918-6151 or email@example.com. Together with your advisor, we can help you fulfill your charitable goals and protect your assets from unnecessary taxes.