You might wish to consider giving a security that may increase further in value, deduct its full value and bypass tax on the increase to date. Then, you can use the cash you would have used to make a gift to repurchase the same security at a new, higher cost basis.
Such gifts can result in maximum tax savings with little or no effect on your spendable income and be part of a strategy to periodically rebalance an investment portfolio in a tax-efficient way.
You can learn more about your potential tax savings, access our DTC information, and complete the necessary paperwork online to support Greenpeace with a gift of stock. This free resource makes it simple to get started. Learn more and access our transfer information here.
Please contact Greenpeace via mail, email or telephone notifying us of the gift when the transfer is made. If you have any questions, please contact Greenpeace's Rogelio Ocampo at 1-800-621-6038 or by email at email@example.com.
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Download eBrochure Giving Securities Q&As