Using appreciated investment assets (stocks, bonds, mutual funds) can be a tax-wise way to make a gift.  If you have an appreciated security that you have owned for more than one year, you can deduct its current market value, regardless of your original cost.  Further, no capital gains tax is due on the appreciated amount.  So your gift of appreciated securities can cost you less than a comparable gift of cash. 

The IRS allows you to claim charitable contributions for gifts of appreciated assets up to 30 percent of your adjusted gross income in any year.  If you cannot use all of the deduction in one year, you may carry over the remainder for the next five years.  Call us before you sell profitable investment assets.

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Stock Transfer Information You will need the following information to process your gift: LLS Federal Tax ID #:  13-5644916 Broker:  National City # 14-38-A028-02-6 DVP:  Agent # 17644 DTC Account #:  2316 When you ask your broker to send this gift, please also notify LLS at the same time so we can identify your gift among the securities received.

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