Gift of Securities

Donating a charitable gift of stock or mutual fund shares is a great way to improve the lives of a loved one who lives with Parkinson’s disease and receive an end-of-the-year tax deduction.

Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. In addition to receiving a charitable deduction for the full, fair market value of such a gift, the donor escapes any potential tax on the capital-gains of the gift and any sales commission that would be payable upon the sale of the assets.

Contact the National Parkinson Foundation Minnesota for information how to faciliate a transfer.

Information provided by the National Parkinson Foundation Minnesota is not intended as legal, tax or investment advice. For such advice, please consult an attorney tax professional or investment professional.