More Ways To Give
Example Gift of Appreciated Securities
Five years ago Mr. Sequoia purchased 100 shares of FOREST Co. stock at $5 per share for a total of $500. The company has done very well and his 100 shares are now worth a total of $2,500. He consults his financial advisor and decides to donate his stock to Earthjustice. Mr. Sequoia, who is in the 28% tax bracket, avoids a total of $1,000 in taxes and feels that he has made a significant difference towards the protection of wildlands, public health and endangered species for generations to come.
|
Tax Savings, Cash vs. Stock Gifts |
Cash |
Stock |
|
Gift Amount |
$2,500 |
$2,500 |
|
Charitable Deduction |
$2,500 |
$2,500 |
|
Income Tax Savings (28% Bracket) |
$700 |
$700 |
|
Capital Gain Tax Savings |
$0 |
$300 |
|
Total Tax Savings |
$700 |
$1,000 |
|
"Cost" of Gift |
$1,800 |
$1,500 |
For more information on making a gift of appreciated securities, click here.
This example is for informational purposes only. Earthjustice is not in a position to offer financial advice. We recommend reviewing any gift plan with your personal advisors.



