Gifts of Securities
Use appreciated securities to enhance your giving. The IRS allows a notable tax break for individuals considering a charitable gift. Donors may deduct the full, fair market value of appreciated assets given to the Zoo, with no recognition of capital gains. That means that donors can leverage a large donation and charitable deduction using an asset with a small cost basis.
Don't sell the stock first and then give us the proceeds! Even though you intend to make a charitable gift, the IRS will impose capital gains tax on your sale, wiping out the benefits of this arrangement.
Your charitable deduction will be valued as of the postmark date on your envelope transmitting the securities.
How to Make Gifts of Appreciated Securities:
Important for Proper Crediting in Our Office:
Please send a written letter detailing your gift by listing the name of the security, number of shares, date of the gift, and its purpose (e.g., Annual Fund, Capital, etc.) to: