Appreciated Stock

Donate Appreciated Stock

Avoid Taxes and Provide Support to Military Children

At Comfort Crew for Military Kids, we rely on donations to build resiliency for military children, and we can’t do this without you. Every dollar you give will allow us to reach thousands of families a year through our programming to help US military children and families
in America and deployed around the globe.

Donating stock, securities and mutual fund shares is a great way to donate non-cash assets to help Comfort Crew provide resources to help military children process deployments, reintegration’s, injuries, and grief. Making this gift is simple and offers you valuable financial
benefits:

 

• You can donate appreciated stocks, bonds or mutual funds

• The total value of the stock upon transfer is tax-deductible

• There is no obligation to pay any capital gains taxes on the appreciation

Valuation and Acknowledgment of Your Gift

The value of a gift of stock is based upon the mean between the high and low on the day you mailed your certificates or instructed your banker or broker to hold the securities. The gift is that mean price multiplied by the number of shared contributed to The Comfort Crew for Military Kids.

In accordance with Internal Revenue Service regulations, you will receive an acknowledgment letter to use for tax purposes. The letter will state the valuation of the gift at the time of transfer and confirm the designation (if there is one) of your gift.

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Let’s look at a practical example to give you an idea of the benefits of donating stock directly to CCMK:

You purchased stocks more than one year ago.

 

• Original fair market value: $30,000

• Present-day market value: $50,000

• Capital gains incurred: $20,000

 

Federal long-term capital gains tax (up to 20%)