Giving Stocks and Securities

If your investment portfolio includes highly appreciated stock or securities that have been held for more than one year, you may want to consider gifting them to USA Boccia.  Appreciated property can include publicly traded stocks, bonds or mutual. You may benefit by:

• Receiving an income tax deduction for the full market value of the gift as of the date of the transfer.
• Paying no capital gains tax on the appreciation of your asset (the difference between your cost basis and current fair market value).
• Making a generous charitable gift without reducing your liquid assets.
• Reducing your exposure to estate taxes.

To receive the full tax benefit, stocks must be transferred to USA Boccia before they are sold. 

For more information and to receive a copy of the stock donation instructions,

Please contact the USA Boccia office, at 631-338-6164 or usaboccia@gmail.com for more assistance.