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Gift of Stocks

How to Share your Shares with MedicAlert Foundation this Year

If you have appreciated stocks, it is easy to make a gift to MedicAlert Foundation that can have favorable tax treatment. For example, a donor who gives a gift of common stock, held longer than one year, avoids capital gains taxation on the transfer so the full value of the contribution goes to MedicAlert Foundation. Most individuals will be able to take a charitable deduction using the full value of the gift and can claim up to 30 percent of adjusted gross income (AGI) in the year the gift is made with up to five years to absorb the full deduction under the AGI ceiling. Please review your gift plans with your tax advisor to determine the tax deductibility of your gift.

Instructions for making gifts of stock to MedicAlert Foundation.