APPRECIATED SECURITIES

Appreciated securities are investments that have increased in value from the time they were purchased, and can take the form of publicly traded stock, closely held stock, and mutual funds.

If you are considering a charitable donation to SWIRCA & More and also facing long-term capital gains taxes on appreciated stock that you have held for more than one year, you may be able to attain a much more favorable income tax result and charitable impact by making a timely gift of appreciated stock directly to SWIRCA & More. You might be able to obtain a deduction based on the value of the stock rather than the amount that you paid for the stock.

Stock transfers can occur in three ways:

1. Electronically (From broker to broker. Safest and most cost-effective way to transfer securities)
2. By Mail
3. Delivered by Hand

If you would like to donate to SWIRCA & More by means of appreciated securities, please contact us at 812-492-7420 for more information.