Giving long-term (owned more than a year), appreciated securities may provide greater benefits to you and United Way!
- You may save current income for day-to-day needs because a gift of stock does NOT come out of your cash flow.
- You may save taxes two ways: Income tax and Capital Gains tax.
- You may lower the "cost" of your gift.
Let's calculate the COST of giving in stock (for illustration purposes only):
Round all dollar figures to the nearest dollar; do not use commas or
decimal points. All calculations assume that you have held any stock
being considered for more than 12 months.







