Outright Gift of Appreciated Securities
You can give appreciated securities to TPWF in the following ways:
An outright gift. When you donate securities to TPWF, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.
A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.
You can give appreciated securities to TPWF in the following ways:
- A gift in your will or living trust
- A donor-advised fund
- A charitable remainder trust
- A charitable lead trust
- A transfer upon death account
*State laws govern payable on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.
