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Make An Impact
With a Gift of Stock or Other Appreciated Asset

Gifts of long-term appreciated stock and mutual fund shares, real estate or other appreciated gifts are an easy way to make a lasting contribution to The Salvation Army.

Benefits include:

  • Income Tax Savings – For securities you have owned for more than one year,
    you can take an income tax deduction for the full market value, up to 30
    percent of your adjusted gross income.  The excess can be carried forward
    for up to 5 years.
  • Capital Gain Tax Savings – Avoid capital gain taxes you would have incurred
    if you had sold the stock or mutual fund shares.
  • Support – Provide crucial support to The Salvation Army.

 

For further information contact Gary Conley at 813-962-6611 or via email: Gary.Conley@uaa.salvationarmy.org