Donating appreciated securities — such as stocks or bonds — is a simple, tax-efficient way to support a fund at the Kansas Methodist Foundation.
Benefits
• Avoid capital gains tax on appreciated assets
• Receive a charitable income tax deduction
• Support our mission, your cause, or your fund today
Tax Deduction
Overview *
• FMV of publicly traded securities held longer that one year • Deduction capped at 30% of Adjusted Gross Income (AGI) • Excess: Carry forward up to five years
Need help in starting or growing your endowment program? The first step is talking with Rev. Dr. Dustin Petz, President and CEO of the Kansas Methodist Foundation.
