Case Studies: Appreciated Stock

Scenario

A retired Westport couple with three daughters and seven granddaughters has appreciated stock that constitutes substantial wealth and raises estate planning problems for them this year.

They have been long-time champions of helping low-income women and children in Fairfield County.

Solution

The couple contributes their appreciated stock to the Foundation for the maximum allowable charitable tax deduction and avoids capital gains taxes.

The Foundation sells the assets and their entire gift is contributed to our Fund for Women and Girls, a field of interest fund that exclusively supports programs that benefit women and children in Fairfield County.

Contact Us to Get Started

To learn more about specific solutions for your clients' charitable giving,contact Juanita T. James, President & CEO, at 203.750.3200.