Giving appreciated assets is one of the most tax-efficient ways to make charitable donations. We process securities from any U.S. investment firm.

Making a gift of stock is easy and may offer a number of financial benefits. Speak to your financial advisor to see which of these benefits apply to you:

• A federal income tax charitable deduction if you file an itemized return.
• A deduction for the securities' full fair market value if they have been held 12 months or longer.
• Elimination of capital gains tax,
• If you hold securities that have declined in value, consider selling them and then donating the cash proceeds to the Foundation. In this way, you establish a tax loss and claim an income tax charitable deduction for the cash gift.
• If you are considering this giving option, please contact us at (504) 780-5800 so that we may provide you with any additional information you may need before contacting your brokerage or tax advisor.