Appreciated Securities
Donations of appreciated securities refer to the act of giving stocks, bonds, or other financial assets that have increased in value since the time of purchase to a charitable organization. This type of donation has several advantages for both the donor and the recipient and is a tax-efficient way to support charitable causes.
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Appreciated Securities: These are investments that have grown in value since the donor initially purchased them. They can include stocks, mutual funds, exchange-traded funds (ETFs), and bonds.
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Why Choose Appreciated Securities: Donors may choose to give appreciated securities for various reasons, including supporting a cause they care about, simplifying their investment portfolio, or reducing their capital gains tax liability.
Donating appreciated securities can be a win-win situation. Donors can support charitable causes, reduce their tax liability, and simplify their investment portfolios, while charitable organizations receive valuable contributions that can help them further their missions. However, it's essential to consult with a tax professional or financial advisor to understand the specific tax implications and benefits based on your individual financial situation.
To initiate making a gift of stock to Carlthorp School, please complete this form. This will help the school know of gifts in advance as well as help identify from whom the shares are coming.
If you have any questions or need additional information, please email Alan Ball, Director of Advancement.
To initiate making a gift of stock to Carlthorp School, please complete this form. This will help the school know of gifts in advance as well as help identify from whom the shares are coming.
If you have any questions or need additional information, please email Alan Ball, Director of Advancement.
Established in 1939, Carlthorp School is the oldest independent coeducational day school for grades K-6 located in Santa Monica, California.