Gifting Stocks:

Give Smart. Give with Impact.

As you explore tax-advantaged ways to support Faith Family Medical Center, consider the benefits of donating appreciated securities such as stocks, bonds, or mutual funds..

Gifting long-term appreciated assets (held for more than 12 months) can be a powerful way to give. When you transfer such securities directly to Faith Family Medical Center (a qualified 501(c)(3) organization), you may be eligible for a federal charitable income tax deduction for the full fair market value of the gift. Because you’re donating the asset rather than selling it, you also avoid paying federal capital gains tax, and thus may avoid related taxes such as the 3.8% Net Investment Income Tax on the appreciation. Depending on your state of residence and its tax laws, there may be additional state tax benefits.

Under current IRS rules, for gifts of long-term appreciated securities to a public charity, your charitable deduction generally may not exceed 30% of your adjusted gross income (AGI) in the year of the gift. If your deduction exceeds that limit, you may carry forward the unused portion for up to five additional years.

Your thoughtful gift of appreciated securities allows Faith Family to continue providing high-quality, compassionate healthcare for our Middle Tennessee neighbors, today and for years to come.

For more information about gifting stock or other appreciated assets, please contact:

Ashleigh Gonzales
Director of Major Gifts & Events
Faith Family Medical Center

562.357.9212

[email protected]