Make the Most of Your Gift by Donating Appreciated Securities
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Freeset USA.
Freeset USA will use the funds from the sale of your stock toward expanding our ability to provide the gift of freedom.
Benefits of Giving Appreciated Stock
• Get an income tax deduction, typically based on asset’s fair market value
• Avoid federal and state capital gains taxes
• Avoid the Affordable Care Act Medicare tax
• Give a meaningful gift to support Freeset USA, with no cash out-of-pocket
• If you sell your stock, your lifetime investments can be lost to capital gains tax. When you give stock to Freeset USA before selling, you won’t pay any taxes, and you’ll receive an income tax deduction for your gift.
Here are the basic instructions for “how to”:
TD Ameritrade (instructions for stock donations- provide the following information to your broker)
– DTC #: 0188
– Acct title: FreesetUSA
– Attn: Tim Bankes
– Acct #: 494872937