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How to Help
appreciated assets
The Gift That Can Save Taxes Three Ways
Appreciated Assets:
- Publicly traded securities
- Stock options
- Closely held stock
- Appreciated (and debt free)
- real estate
- Bargain sales
- Paid-up insurance policies
If you have assets such as stock or real property that have grown in value over time, you
can give them to the Armed Forces Veterans Homes Foundation and save taxes in the following
ways:
- You get a charitable deduction for the market value of the asset when the gift is
made.
- You avoid the capital gains tax that you would pay if you had sold the asset.
- The value of the asset is removed from your taxable estate, thereby reducing your
estate liability.
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