Learn more about IRA Rollover Gifts by watching our IRA Rollover video. Click here.
Gift and Sale
For illustrative purposes only:
John and Mary may decide to eliminate all stock sales tax with a larger gift. The Gift and Sale plan can be structured so that a charitable income tax deduction produces savings that completely offset tax due on the stock sale.
In fact, with careful planning John and Mary are able to make a charitable contribution of more than $13,000 - something they never dreamed they'd be in a position to do - and net more than $36,600 in cash for reinvestment.
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift and sale benefits under federal rules may be different from this person, you may want to click here to view a color example of your gift benefits.
For more information please select one of the following options:
1. If you would like to see how the "double benefit" of giving part of the stock and selling the balance might work for you, then click here.
2. If you would like to request a printed illustration of a Gift and Sale with your payout rate, then click here.
3. You may print a Gift and Sale tri-fold brochure. Click Here.
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