Donating long-term appreciated securities directly to CSA — instead of liquidating the asset and donating the proceeds — can help maximize both your tax benefit and the overall amount you have to give.
Make a gift from a Donor
Advised Fund (DAF)
When you contribute cash, securities or other assets
to a donor-advised fund, you are generally eligible
to take an immediate tax deduction.
Then those funds can be invested for tax-free growth, and you can recommend grants
to an IRS-qualified public charity like CSA.
to an IRS-qualified public charity like CSA.
These donations can provide two tax benefits:
- You may become eligible for an income tax deduction of the full fair-market value of the asset, up to 30 percent of your adjusted gross income.
- You may eliminate capital gains tax on long-term appreciated assets, as long as they’ve been held for more than a year.
Donor advised funds can make it easy to contribute a wide range of assets while simplifying recordkeeping and providing tax benefits.
Financial planning disclaimer
The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to CSA. We would be pleased to discuss, in confidence, ways in which you may support CSA.
Contact Brandon Sheirich at (650) 988-5073; ext 149 or [email protected] with any
questions or to let us know about a DAF gift.