Share Your Shares

A gift of stock or mutual funds before December 31st could be your best way to maximize tax savings and meet your charitable giving goals this year.

Even if your stocks have lost value since you purchased them you can receive tremendous tax advantages. The key is in how you give the securities. Consult with your financial advisor and consider the following tips.

The Smart Way to Give Depreciated Stock
For stocks that have lost value (depreciated) the key is to sell them first and then give the cash proceeds to The Bosco-Milligan Foundation. You benefit tax-wise in two ways - you can take both the loss deduction and the charitable deduction.

The Smart Way to Give Appreciated Stock
For stocks that have increased in value (appreciated), the key to receiving tax savings is to donate the shares directly to The Bosco-Milligan Foundation. You receive a double tax benefit by:

• Avoiding capital gains on the profit you've gained, and
• Receiving a full tax deduction for the fair market value of your gift.

Making a stock gift is easy! 

Please contact us with information about the type of stock and number of shares, as well as any special considerations you may have. Please direct information about your gift and any other questions to Anne Mitchell, Fund Development Manager, at 503-231-7264 or by email.

For further questions, you may also contact:
The Bosco-Milligan Foundation’s broker:
Chris Suher
RBC Wealth Management
805 SW Broadway
Portland, OR 97205
Phone: (503) 223-7711 or (800) 547-4006
Fax: (503)227-0434