Stocks

Appreciated securities are those that are worth more today than when you acquired them. When you sell appreciated assets after owning them for one year, you will have to pay tax on the capital gain (the difference in your purchase price and the sell price).

By donating these assets directly to charity, you avoid the capital gains tax. (It is important that you transfer the asset directly rather than selling it and donating the cash proceeds).

Talk with your tax or financial advisor to discuss the best strategy for making a gift of appreciated assets.

Giving shares of appreciated stocks, bonds, mutual funds, and other securities can be an excellent way to give because you do not pay capital gains tax on the appreciation of the securities, and you receive a deduction for their full market value on the date of the gift.

Additionally, people who are age 70½ or older can contribute up to $100,000 from their IRA directly to a charity and avoid paying income taxes on the distribution.

View and download our Gift of Securities information below!

contact us

Have questions, or need help setting up a gift in your will or trust?

Call or email our Director of Development Stephanie Wilson. If you've already set up a gift in your will or trust, please let us know so that we can recognize you.

Phone: 828.513.2440

Read Planned Giving Donor Stories on Our Blog

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Making an Impact Beyond a Lifetime

Carol and Grant’s story is unique and special. Their journey began in 2000 when they became volunteers at Four Seasons. The dynamic duo was hands-on from the start, helping to organize pancake breakfast fundraisers, assisting with critical administrative tasks, and...

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Four Seasons Foundation is tremendously grateful for the opportunity to share with you this Annual Impact Report that not only acknowledges our amazing donors like you but also shares how you enable us to provide excellent serious illness and end-of-life care. Thank...

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As a pioneer in the hospice movement in Charleston, SC, Rinne Sade is no stranger to the mission of hospice. After purchasing a home in Flat Rock/Hendersonville, NC, Rinne's passion for hospice continued through her relationship with Hendersonville’s Hospice Home...