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Appreciated Securities: Stocks, Bonds, Mutual Funds, and Other Assets

Smart gift planning combines charitable intent with cost-efficient planning techniques. Of critical importance is the kind of asset used to fund the gift. Usually, long-term appreciated property can generate the most favorable tax benefits.

Reason: Gifts of such property provide a double benefit—a charitable deduction, in most cases, for the full fair-market value of the property—plus avoidance of any potential capital-gain tax.

We recommend these provisions and benefits be discussed with your attorney and tax advisor.

Return to Gift Plans

The Foundation at Lansing Community College

LCC Foundation
Rogers-Carrier House
Phone: (517) 483-1985
Additional contact information »

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