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Appreciated Securities TWO IMPORTANT REQUESTS Don't sell the stock first! Even though you give us the proceeds as a gift, the IRS will impose capital gains tax on your sale, wiping out the benefits of this arrangement. Don't contribute stock that has declined in value? First, the fair-market deduction rule works against you: if you bought stock for $50,000 and it's now worth $30,000, your charitable deduction will be limited to $30,000. Second, you won't earn a capital loss by making the transfer to us, either. It is better to sell depreciated stock, claim the resulting tax loss as one deduction, then make a deductible cash gift to World Vision with the proceeds. For more information Email us, complete the personal illustration form, or call us at 800-426-5753 so that we can assist you through every step of the process.
PO Box 9716 Planned Giving content and Legacy Planner ©2008 VirtualGiving | Disclaimer & Privacy Notice |
1-800-426-5753 World Vision is a Christian humanitarian organization dedicated to working with children, families and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice. |
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