DONATE STOCK

Giving to the NAF through a stock transfer supports the work of the NAF, and you also receive the following benefits:

• You receive a charitable deduction for the full fair market value of your stock without paying capital gains tax on any increase in the current value over the original stock cost, subject to IRS deductible limitations.
• Giving a gift of publicly-traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash.
• Carry over the deduction for up to five additional years if the fair market value of the gift is more than 30% of your adjusted gross income.
• Also, if the stock has decreased in value, selling it and making a cash gift to the NAF may be beneficial. You can take a capital loss on federal taxes and still enjoy a charitable deduction of up to 50% of your adjusted gross income.
• You may also save on brokerage fees by transferring ownership rather than selling the stock.

Note: Stock owned for one year or less is considered a short-term asset and usually won’t produce attractive tax benefits.

CONSIDERING MAKING A CHARITABLE CONTRIBUTION OF STOCK TO THE NETHERLAND-AMERICA FOUNDATION?

To expedite electronic transfer and correct receipt and acknowledgment of your gift, please provide the following form to your broker.

Microsoft Word – NAF-Stock-Securities-Gift-Form.docx

Contact us for assistance at info@thenaf.org