Annual Limit on Deducting Charitable Gifts of Stock

Annual Limit on Deducting Charitable Gifts of Stock

The maximum amount a donor can deduct in a single year for donations of long-term appreciated property is 30% of adjusted gross income. The donor can carry over any amount that can’t be deducted one year into the next tax year (up to five years total).

How Can You Benefit?

It’s easy to find out. Please call or email us and we’ll be happy to answer any of your questions. You can request a free, no-obligation proposal, which will spell out the anticipated financial and tax benefits of a hypothetical gift. We will provide you with the procedures for making a gift of your choice which will help to ensure that you receive the maximum benefits from your gift.