Gift of Appreciated Securities

Donating appreciated securities such as stocks, bonds, and mutual funds that you’ve held for over a year can be an excellent way to support Autism Life & Living while benefiting from valuable tax advantages.

When you give appreciated securities or mutual funds, you may reduce or even eliminate the federal capital gains taxes that would otherwise apply to the transfer. Additionally, you can claim a federal income tax charitable deduction based on the current fair market value of the securities at the time of the gift.

There are two primary ways to donate securities:

An outright gift. By donating securities directly to ALL, you can receive the same tax benefits as a cash donation, with the added advantage of avoiding capital gains taxes, which can reach up to 20%.

A transfer on death (TOD) account.* By setting up a TOD designation on your brokerage or investment account, the assets will be transferred to ALL upon your passing, ensuring continued support for our mission.

Additional ways to fund your gift:

• A gift in your will or living trust.
• A donor advised fund.
• A memorial gift.
• An endowed gift.
• A charitable gift annuity.
• A charitable remainder trust.
• A charitable lead trust.

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.