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Gifts of Appreciated Securities Giving appreciated stock or bonds to World Vision is usually more advantageous than giving cash. If you give appreciated securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them. Your total deduction is limited to 30% of your adjusted gross income in any year, but you can take any unused deduction over five succeeding tax years. And, you pay no capital gains tax on the donated securities! With these tax savings, the actual cost of your gift is less than if you had made a cash gift. So, when you think of giving to World Vision, think "securities." It pays.  How to give securities outright to World Vision:For Securities Held By You: In one envelope, deliver unsigned certificates to: World Vision, Inc. Attn.: Joseph C. Loughery, M.S. 355 P.O. Box 9716 Federal Way, WA 98063-9716 In a second envelope, also deliver to the above address: (a) A stock power for each security you are donating, signed and signature guaranteed by your bank or broker, and (b) One (only) Third Party release with signature(s) only. (c) For items (a) and (b), please be sure that the signatures are identical to that which is printed on the face of each certificate you are donating. (d) Please also include a letter indicating your name and address and where you want to designate your funds (i.e., project name). Once all three pieces have been received by our office, Joe Loughery will send you a letter outlining your tax benefits. For Securities Held By Your Broker: When you are ready to make your gift, please contact Joe Loughery at 1-800-723-5888 or via email at jlougher@worldvision.org. Email the World Vision Gift Planning Department, or complete the personal illustration form so that we can assist you.
Appreciated Securities Gifts of Other Assets |
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