Appreciated Securities

A gift of appreciated securities to Merola can deliver more tax benefits to you than using cash. This may be the appropriate choice if you are holding stocks, bonds, or mutual fund shares that have risen in value and you want to maximize your tax deduction but not affect your cash flow. You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them. No capital gains tax is issued on the securities you donate and you can direct your gift to a specific fund or purpose.

More information coming soon...

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