7 Dowlin Forge Road Exton, PA 19341 · Tel: 610-363-2000 · Fax: 610-363-2223
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Serving Clients across the USA, Europe and Africa

Making the World a Better Place

Benefits of donating appreciated securities

  • Avoid Capital Gains Tax. When you donate a security instead of cash, you avoid the capital gains taxes from selling the security.
  • Give more. When you donate appreciated securities, since you avoid the capital gains tax from selling the security, you are able to give away the FULL value instead of the value minus the taxes due upon any potential sale.
  • Pay Less Taxes. By donating appreciated securities instead of selling them you avoid the capital gains tax and ultimately, you will owe less tax to the government.

Get started now. Call 610-363-2000 and ask about how you can immediately begin donating.

You don't have to start your own foundation. You can JOIN an existing foundation which allows you the following benefits:

  • Donate now. Get your tax break now. Avoid tax now.
  • Control your donations far into the future. This allows you to separate the giving from the distribution of the funds so you can claim your tax benefit this year, but distribute the funds whenever you are ready.
  • WHEN. You control when the foundation sends checks to the charity of your choice.
  • HOW. You control how the foundation acknowledges you. So you can give anonymously or allow the charity to know who you are.
  • INVEST. You can invest the money you donate until it is time for the foundation to write a check for you.

If you have over $1m to donate... Create your own Foundation. Call 610-363-2000 to setup your own foundation.

Get Started Now