Tax Benefits from Gifting of Securities
Do you own marketable securities (such as stocks, bonds, mutual fund shares) that have appreciated in value that you are ready to sell? If so, and you’ve owned the securities for at least a year, you can donate them to M-A’s Foundation for the Future, and earn a tax-deductible donation equal to the full current market value of the security. You will pay no capital gains taxes on the appreciation over your original purchase, or basis price. This can really stretch your charitable dollars!  If you think you could benefit, consult your tax/accounting advisor for specific advice applicable to your individual situation.

Securities can be easily transferred from the donor’s account to the Foundation’s local brokerage account:

1. Follow this link to the attached Instructions to Broker (in pdf format).
2. Fill in the appropriate information regarding the shares you wish to gift.
3. Check with your broker to see if they require a signature guarantee or any additional information.
4. Mail the letter to your broker.
5. Mail a copy of the letter to the Foundation for the Future, as this allows us to track your gift.

Foundation for the Future
Menlo-Atherton High School
P.O. Box 1228
Menlo Park, 94026

Remember, many companies will match your gift to The Foundation.
Click here for more matching gift details.

How Giving Stock Can Work for You
You are generally allowed a federal tax deduction for the full present value of the stock you donate. By directly donating appreciated stock owned for over 12 months, you can bypass the federal capital gains that would be owed if the stock were sold and the proceeds donated.

Example
Assume you wish to donate shares of stock purchased for $2,000 several years ago and worth $10,000 today. At today’s maximum tax rate, you could realize some 40% greater savings than if you had sold the stock and given a gift of cash.