Outright Gift of Appreciated Securities - Planned Giving - Mosaic
Welcome to Social Service of America's Planned Giving program, where we strive to make a lasting impact on our community and society through philanthropy. One effective way to support our mission is by making an outright gift of appreciated securities.
The Benefits of Appreciated Securities
Donating appreciated securities, such as stocks or bonds, can be a win-win situation for both you and Social Service of America. Here are some of the key benefits:
- Tax Advantages: By donating appreciated securities, you may be eligible for a charitable income tax deduction based on the fair market value of the securities. Additionally, you can avoid capital gains taxes that would be owed if you sold the securities.
- Maximize Your Impact: Through an outright gift of appreciated securities, you can contribute a larger amount compared to selling the securities and donating the cash proceeds.
- Flexible Giving: You have the freedom to support the specific programs or initiatives you are most passionate about at Social Service of America.
- Simplicity: Donating appreciated securities is a straightforward process with the assistance of our dedicated Planned Giving team. We will guide you through each step and provide the necessary documentation.
How to Donate Appreciated Securities
If you are interested in making an outright gift of appreciated securities to support Social Service of America, follow these simple steps:
- Consult Your Financial Advisor: Before proceeding with any financial transaction, it is always wise to consult with a qualified financial advisor who can provide personalized advice based on your specific situation.
- Contact Our Planned Giving Team: Reach out to our dedicated Planned Giving team to express your interest and discuss the details of your intended donation. We will be happy to provide you with the necessary information and answer any questions you may have.
- Transfer the Securities: Coordinate with your financial institution to initiate the transfer of the appreciated securities to Social Service of America. Our team can provide you with the required account information to ensure a seamless transfer process.
- Receive a Tax Receipt: Once the transfer is complete, you will receive a tax receipt from Social Service of America acknowledging your generous donation. This receipt will be invaluable when claiming your charitable income tax deduction.
Contact Our Planned Giving Team Today
Donating appreciated securities is a powerful way to leave a lasting legacy and support the work of Social Service of America. If you have any questions or would like to explore this giving option further, please contact our dedicated Planned Giving team today. We are here to assist you and ensure that your philanthropic goals align with our mission.
Together, we can make a meaningful difference in our community and society. Join us in driving positive change through the outright gift of appreciated securities.
