Gifts of Appreciated Securities

The IRS provides one of its most significant tax breaks for gifts of appreciated securities.

How It Works

You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to AARP Foundation.
AARP Foundation sells your securities and uses the proceeds to support its programs and services.

Benefits

You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them .
You pay no capital gains tax on the transfer.

Giving appreciated stock could be more beneficial than giving cash.

More detail on gifts of appreciated securities.
Frequently asked questions on gifts of appreciated securities.
Contact the Gift Planning Team so we can assist you through every step.

contact GIFT PLANNING

We can help you create a personalized gift that best suits your needs and goals. Request information

Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team

The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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