Gifts of Stock & Securities

A 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 or email Amy at amy@hfhplymouth.org.