Give a Gift of Appreciated Stock by End of Year, Receive a Tax Deduction
Gifting appreciated stock is one of the most effective means of tax savings available. By gifting appreciated stock, you avoid any long-term capital gains tax liability, and you get the satisfaction of knowing your money is invested in a cause you are passionate about.
A gift of stock in certificate form should be postmarked by December 31, 2021, or your financial advisor can arrange for a year-end gift of stock from your account.
For more information, contact Wes Livesay, senior director of planned giving, at 210-567-2760 or Livesay@uthscsa.edu.