Gifts of Stock: Triple Your Benefits

Did you know that gifting long-term appreciated securities is in most cases more tax advantageous than gifting cash? This is because capital gains taxes can be avoided on gifts of long-term appreciated assets.

  • Save income taxes with a charitable donation
  • Avoid long-term capital gains tax on the appreciation
  • Help REED Foundation for Autism students, clients & their families

Please contact us for instructions how you can transfer securities from your brokerage or investment account directly to REED.

Reminder: This information is not intended as tax or legal advice. Always check with your tax and financial advisor for professional guidance.