One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Good Shepherd instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.
It is important to notify Good Shepherd of the details of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us prior to initiating the transfer.
Special instructions are required. Ask your financial advisor to contact one of our planned giving officers for assistance in transferring mutual fund shares. Please allow at least 30 days to complete the transfer.