Central Asia Institute depends on the commitment and generosity of supporters like you to unlock the potential of girls and women through education. Many of our supporters want to ensure future generations of children in Central Asia receive the gift of education but aren’t sure how to go about it. Donating stock is one of the ways your commitment today can provide hope and opportunity for current and future generations, while also providing benefits for you and your family.
Donating appreciated stock is an excellent option for donors who would like CAI to benefit from gains made in the stock market while reducing their tax liability. A donation of stock is an easy transaction, and donating appreciated stock held at least one year typically avoids capital gains tax for the donor.
Here’s a scenario that demonstrates this: Nora purchased 1,000 shares of ABC 10 years ago at $5 per share. ABC stock is now valued at $50 per share, making Nora’s holdings valued at $50,000. If Nora donates the stock directly to CAI, three things happen: she can deduct her gift from her taxes; she can avoid paying capital gains tax on the $45,000 earnings on the stock; and she is able to increase the size of her gift to CAI while lowering her overall tax bill.
Please contact us for more information. We would be honored to help!
Sonja Bahr, Senior Development Officer
sbahr@centralasiainstitute.org
406.585.7841
*All of the examples above are hypothetical and for explanatory purposes only. These illustrations are not professional tax or legal advice. Please always consult a tax advisor about your specific situation to find the best solution to meet your needs.
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