Giving appreciated stock, bonds or mutual funds to the Islands Trust Conservancy is one of the most financially beneficial ways to give. With a gift of appreciated securities, you or your estate receives a tax receipt for income tax purposes for the fair market value of the securities on the date of transfer, regardless of what you originally paid to purchase the securities.
Donations of appreciated securities are exempt from capital gains taxes. Many people have leveraged larger gifts to causes close to their hearts by giving a gift of securities rather than cash and avoiding the cost of capital gains taxes they'd have to pay if they sold their securities.
A gift of securities can be transferred today, or in your will. When you transfer your securities to the Islands Trust Conservancy, it sells those securities and uses the proceeds to protect land in the islands, turning your gift into a conservation legacy for the future. Your broker will need this transfer form in order to process your gift.
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Contact us and we can help you identify ways to give that meet your financial goals and vision for the future.
We recommend anyone contemplating a planned gift talk with an independent financial advisor. If your advisor is not familiar with an option we describe here, we would be happy to provide additional information to them.
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Have you already included the Islands Trust Conservancy in your estate plans? Please let us know