A Gift of Cash or Securities

You may wish to contribute cash or appreciated stock to the general endowment fund. A gift of appreciated securities will allow you a tax deduction for the fair market value of the securities and free you from paying tax on the appreciation of the stock. Consult with your tax or financial advisor to determine the best time or market conditions to donate securities.

Donating securities is optimal:

• Whenever you prefer to not incur capital gains taxes
• When you wish to readjust your cost basis on a stock you with to hold
• When you wish to upgrade your portfolio
  

Have you already made a planned gift to United Way? Need more information?
Please contact our Resource Development department at 207.874.1000. We would like to express our appreciation for your gift or answer any questions you may have about planned giving.

This information is solely for educational and illustrative purposes and is not to be considered legal, financial or tax advice. For specific recommendations, please consult your attorney, accountant or financial advisor. United Way of Greater Portland encourages donors to explore
all aspects, opportunities, costs and alternatives associated with gift planning decisions.