A charitable gift of stocks or bonds provides an opportunity for you to save on taxes. Stocks that are held for more than one year allow the full market value deduction at the time the gift is made. If the stock has appreciated, it is possible to avoid a capital gains tax.
Please email us or call our office at 336.449.9900 if you would like more information on making a gift to Peacehaven. The information on this website is not meant as legal advice. As tax regulations change, you should consult with informed counsel when making estate plans.