GIFTS OF SECURITIES  “Buy low and give high!”

When you give appreciated securities that you’ve owned for 12 months, you have the gratification of making a significant gift to the Jackson In Action 83 foundation and you may receive an immediate tax deduction as well as savings on capital gains taxes. This type of donation affords a larger gift and avoids capital gains liability. All you do is simply transfer your securities to the Jackson In Action 83 Foundation and we subsequently sell them and use the proceeds for our programs. You pay no capital gains tax on the securities you donate and additionally receive a gift credit as well as an income tax deduction for the fair market value on the transfer date, regardless of the original cost to you.

To get the ball rolling, please contact us and our securities transfer expert will take it from there. Please remember to check with your tax advisor before making a gift of stock or securities.

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