Appreciated securities donations including stocks, bonds and shares of mutual funds, can provide great tax benefits while helping to support children in need. By transferring securities to NPH USA (formerly Friends of the Orphans), you help fund the programs at the NPH homes.
Potential Benefits of Gifting Securities
- Capital gains tax savings
- An income tax deduction
- Removing this asset from your estate for estate tax purposes
- If paying a pledge, receive a gift credit at the stock’s fair market value
Gifts of appreciated securities have a potential federal income tax deduction of up to 30% of the adjusted gross income of the donor with a 5-year carry forward of any excess.
To make a gift of securities, please contact your regional NPH USA office.
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