Make a greater impact by gifting stock and donating long-term appreciated securities—such as stock, bonds, and mutual funds—directly to Special Olympics. Compared with donating cash or selling your appreciated securities and contributing the after-tax proceeds, you may potentially increase your gift and tax donation.
✓ Eliminate capital gains taxes and the Medicare surtax, which combined could be up to 23.8%.
✓ Take an immediate income tax deduction in the amount of the full fair market value* if you itemize your deductions.
✓ Maximize your support for Special Olympics.
Complex or Non-Publicly Traded Assets
For contributions of complex or non-publicly traded assets, generally, the fair market value is determined by a qualified appraiser in compliance with the IRS.
