Gifts of Stocks or Bonds

• Marketable or closely-held securities, such as stocks and bonds, if appreciated, offer the donor the ability to realize significant tax savings while maximizing charitable contributions.  Securities may be given so that the donor receives an income tax deduction equal to the fair market value of the donated assets, while avoiding the capital gains tax on those donated assets.  Central Oklahoma Habitat would be very pleased to work with donors to facilitate the donation of both marketable and closely held securities.

   

  • See this valuable information on how you can maximize your giving potential by maximizing the deductibility of your gift.

Please consult your legal and/or tax professional for all determinations of value and/or tax benefit.