Give Stocks, Bonds or Other Assets

Donating assets such as stocks, bonds and mutual funds can be a powerful way to support JAARS—and can provide substantial tax benefits as well.

If you have owned assets for more than one year and they have increased in value, donating them to JAARS will allow you to:

• Avoid paying capital gains taxes on your assets.
• Take an income tax deduction for the full, fair market value of your donation. This deduction can be taken for up to 30% of your adjusted gross income. If your donation exceeds that amount, the remaining deduction can be carried into as many as five additional tax years.

For more information about gifts of appreciated assets, you can view specific transfer procedures or contact us.