Encouraging Gifts of Securities

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Recent IRS reports have indicated that much of the post-recession recovery in giving has come in the form of appreciated securities donated by higher income individuals. According to the IRS, the average gift of appreciated securities is in the $55,000 to $65,000 range. Additionally, gifts of appreciated securities are attractive because they avoid taxation on the appreciation element and may be deducted at the current value if held longer than a year.

Sharpe offers several tools to help you show donors the benefits of making charitable gifts through appreciated securities and how to structure these gifts:

You can learn more by attending one of our Gift Planning Seminars, each of which includes practical guidelines for donors when giving securities. Our 2018 and 2019 offerings are “An Introduction to Planned Giving,” “Structuring Blended Gifts,” and “Integrating Major and Planned Gifts.” In addition, in our combined offerings with R&R Newkirk, we are now presenting the 5-Day Comprehensive Planned Giving Seminar, January 21-25, 2019.

In addition, Give & Take often publishes articles about stock gifts, such as these:

The most effective communications plan starts with identifying your target audience. Sharpe Group’s Donor Data Enhancement Services can help you plan the most cost-efficient mailing strategy by identifying donors, based on age and wealth, who are most likely to give appreciated securities.

*Ask about an online interactive stock calculator (see bottom illustration on image on the right) for analysis of personal and confidential tax benefits with the purchase of Giving Securities.

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