Tax Advantaged Giving

 

Gifts of appreciated securities often allow you to make a substantial contribution while receiving valuable income tax advantages. Generally, a donor may qualify for a charitable deduction based on the value of the gift, and the capital gain from the donated asset passes tax-free to the Yolo Community Foundation* and then to the Chorale.

 

How Easy Is It?

 

To transfer appreciated stock to a charitable fund, complete a Stock Transfer Form with your broker. Then, please contact the YCF Philanthropy Team to facilitate the deposit into the charitable fund you wish to support.

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Potential Benefits

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• ​Benefit to Davis Sings

Donations of stock are immediately liquidated by the Fund, then become available to the Chorale as cash. 

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• ​Tax deduction for you

You take a full fair market value tax deduction at the value of the appreciated asset.​

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• Avoid paying capital gains tax

Donating securities that have been held for a year or more offers the potential for elimination of capital gains taxes.

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Be Aware​

 

The Davis Chorale does not give tax advice; taxation can be complicated. We offer this flyer to encourage consultation with your financial advisor or tax preparer to see if this opportunity works for you.

 

* The Yolo Community Foundation is a division of the Sacramento Region Community Foundation, both dedicated to helping community organizations pursue their own charitable goals. https://yolocf.org/