Make a gift of donated stock, mutual funds or other securities to Back2Back

If you’re looking for a tax-smart way to share your blessings with orphaned and vulnerable children, consider a gift of stock, mutual funds, or other marketable securities. A gift of appreciated securities held for more than one year can result in two tax benefits: a charitable itemized deduction and avoidance of tax on the capital gain. Even if you do not itemize your deductions and instead claim the standard deduction, you will still benefit by avoiding the capital-gains tax on the gifted security.  By giving in this way, your tax-advantaged gift has a greater impact on the important work of providing holistic care to children around the world.

 

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