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Appreciated Securities: Stocks, Bonds, Mutual Funds, and Other Assets

Smart gift planning combines charitable intent with cost-efficient planning techniques. Of critical importance is the kind of asset used to fund the gift. Usually, long-term appreciated property can generate the most favorable tax benefits.

Reason: Gifts of such property provide a double benefit—a charitable deduction, in most cases, for the full fair-market value of the property—plus avoidance of any potential capital-gain tax.

We recommend these provisions and benefits be discussed with your attorney and tax advisor.

Return to Gift Plans

The Foundation at Lansing Community College

LCC Foundation
Washington Court Place
309 N. Washington Ste. 201
Phone: (517) 483-1985
Additional contact information »

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