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Ways to Give

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• Give Stock
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Give Stock

Appreciated stocks and bonds are a popular method of giving to World Learning. This is because they're simple gifts and can offer you a greater tax benefit than an equivalent in cash.

Using appreciated assets you have held for 12 months or longer entitles you to a charitable deduction for the fair-market value of the donated asset, and you can avoid paying capital-gain tax you would otherwise pay upon the sale of the appreciated securities. This tax deduction may be up to 30 percent of your adjusted gross income, and any amount over this limit may be carried forward for five years.

For example, "Sarah Smith" invested $5,000 in a hot stock that has grown to a value of $10,000 in 16 months. When she made a direct gift of her shares of stock to World Learning, she entirely bypassed the capital-gain tax. Sarah receives an income-tax deduction for a gift of $10,000, which saves her $2,800 in taxes. (She, too, is in the 28 percent tax bracket.) In addition, she has saved $750 in capital-gain tax, since her $5,000 profit from her appreciated stock would have been taxed at a 15 percent rate. In the end, it only cost Sarah $6,450 to make her $10,000 donation.

Making this transfer is simple:

Download the instructions sheet . This includes important information to help you make your gift quickly and efficiently.