Gifts of Securities

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Appreciated, Depreciated and Closely-held Stock

Use gifts of securities to enhance your giving. The IRS still allows a substantial tax break for individuals considering giving a gift of securities.

Appreciated stocks—Donors may deduct the full, fair market value of appreciated assets given to St. Mary's Health System with no recognition of capital gains. This means that donors can leverage a large donation and charitable deduction using an asset with a small cost basis. We must receive the actual stock for you to benefit from the tax advantages.

Closely-held stock—Stock that is not publicly traded can also be used as a charitable gift even if you wish to maintain a controlling position in the stock. 

Depreciated stocks—By selling securities worth less than their purchase price, you may claim a capital loss on your income tax. The proceeds of the stock sale can then be donated to St. Mary's Health System.

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