Appreciated Assets and Stock Donations

A gift of stocks, bonds, or mutual funds is not only a great way to support environmental justice around the world, it could also benefit you at tax time.

• Sales of stock, bonds and mutual funds that have appreciated in value generate a taxable capital gain. Gifts of appreciated assets to Global Greengrants Fund are deductible at their full fair market value if they have been held longer than 12 months.
• The fair market value of the asset(s) can be deducted up to 30 percent of the donor’s adjusted gross income.
• Excess deductions can be carried forward into as many as five additional tax years.

Global Greengrants Fund sells all donations of appreciated assets upon receipt. Please email or call Alice Srinivasan—Alice “at” greengrants.org, 303-939-9866—in our Development Department and she’ll give you the information you need to make your donations and deductions happen.