Gifts of Stock

Gifts of stockA charitable gift of stocks or bonds provides an opportunity for tax savings while generously sharing with others. A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciation. In addition to helping Habitat for Humanity of Greater Plymouth you may diversify away from low-basis, long-term holdings into other assets that will better suit your current needs. If you would like to discuss a gift of stocks or bonds, please call our Office at 508-866-4188.

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