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
You can make a difference by supporting the causes you care about. The first step is talking with Rev. Dr. Dustin Petz, President and CEO of the Kansas Methodist Foundation.
