Stock/Appreciated Securities

Outright gifts of publicly-traded or closely-held stock that you have owned for more than one year give the added benefits of receiving an income tax deduction for the full fair-market value of the stock and avoiding capital gains tax. Gifts of appreciated securities are deductible up to 30 percent of your adjusted gross income. Unused deductions can be carried forward for up to five additional years.

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Blue Grass Community Foundation
250 West Main Street, Suite 1220 Lexington, Kentucky 40507-1714
Phone: 859-225-3343 Fax: 859-243-0770
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