Stock, Bonds and Mutual Fund Donations

A donation of appreciated assets to AIDS Athens is a way to receive a double tax benefit of a charitable donation. When you donate securities like stocks, bonds or mutual funds that you have owned for at least 1 year, you can claim a deduction on your income taxes based upon the market value of the donated asset on the date of the donation. Plus, thanks to new tax regulations, by donating an appreciated asset to a certified 501(c)(3) nonprofit like AIDS Athens you will not have to pay capital gains tax on that donation.

Donating securities to AIDS Athens is a smart way to receive the maximum benefit for your generosity. To get a better understanding of how your gift of stock may have a better impact on your taxes than a gift of cash try this stock donation calculator.

Contact your broker today to set-up your gift of stock to AIDS Athens!

Please Note: The information on this page is not meant to provide professional tax or legal advice.