Many Windrush Farm donors make gifts using appreciated stocks and mutual funds because of the tax advantages. The benefits of making a contribution of securities may include:
- Making a larger gift at a lower original cost to you
- Avoiding federal and state tax on the capital gain
- Receiving an income tax deduction (federal and most states) for the full market value of your gift if you itemize deductions on your tax return and have held the assets one year or longer
We encourage you to consult your financial planner or tax advisor who can assist you in evaluating the tax advantages available to you when making a donation of appreciated securities.
For more information or for instructions to make an electronic transfer, please complete this online form.
If you have any questions regarding stock/securities transfers, please feel free to contact Kim Nieves at [email protected]