Giving Appreciated Securities
Donating appreciated securities such as stocks, bonds or shares of mutual funds is easy and provides benefits both to Friends of the Orphans and you. When you transfer your securities to Friends of the Orphans, they are used to help fund the programs at Nuestros Pequeños Hermanos (NPH, Spanish for "Our Little Brothers and Sisters").
Gifts of appreciated securities may result in:
- Capital gains tax savings
- Creating an income tax deduction
- Removing this asset from your estate for estate tax purposes
- If paying a pledge, receive a gift credit at the stock’s fair market value
Gifts of appreciated securities have a potential federal income tax deduction of up to 30% of the adjusted gross income of the donor with a 5-year carry forward of any excess.
To make a gift of securities, please contact us at info@friendsus.org or call 1-888-201-8880.