Donate Appreciated Securities

Donating long-term appreciated securities directly to Circle Tail — rather than selling the assets and donating the cash proceeds — is one of the best and easiest ways to give more. By taking advantage of the available tax incentives, you can significantly increase the amount of funds available for charitable giving.

Why is donating stocks and other securities one of the most tax-efficient ways to support Circle Tail?

A charitable contribution of long-term appreciated securities i.e., stocks, bonds and/or mutual funds that have realized significant appreciation and that you have held for more than one year — is one of the most tax-efficient of all ways to give. This method of giving has become increasingly popular in recent years because of two key advantages:

  • Any long-term appreciated securities with unrealized gains (meaning they were purchased over a year ago, and have a current value greater than their original cost) may be donated to a public charity and a tax deduction taken for the full fair market value of the securities — up to 30% of the donor's adjusted gross income.

  • Since the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply. The more appreciation the securities have, the greater the tax savings will be.

  • Please consult with your investment advisor and with Circle Tail, Inc. before making a donation of stock or securities.

    Thank you for your consideration.

    Circle Tail, Inc.
    8834 Carey Lane
    Pleasant Plain, OH 45162
    EIN #31-1516490

    Phone: 513-877-3325
    Fax: 513-449-2992