If you'd like to explore any of these opportunities, please contact the Development office at 800-937-4236.

Appreciated Securities

If you have held a security for more than 12 months, the tax laws make it possible for you to donate it, avoid capital gains tax on any appreciation, and deduct the full market value at the time of donation. Our Development office can help you or your broker transfer securities or mutual funds to AFM by electronic transfer or certificate transfer.

Depreciated Securities

Perhaps not all your investments appreciated. If so, your tax advisor may confirm a strategy of selling these securities at a loss and using the losses to offset other gains reportable on your tax return. The cash from sale proceeds can then be donated to AFM.

Gifts of Closely Held Stock

Owners of closely held corporations have a problem whenever they try to get money out of their business for personal use. There is a way, though, by which the owner may receive a substantial benefit from their company, by reducing taxes, and impact lives for eternity in the process. There are restrictions on transferring and selling closely held stock. (Talk to your tax advisor about such benefits.)

Gifts of Real Estate

Gifts of appreciated real property such as undeveloped land, farms or personal residences may be transferred by deed withno liability for income or estate taxes on the appreciation.

Gifts of Personal Property and Other Assets

Some people have hidden assets that can help them meet great commission goals. Antiques, paintings and other collectibles can be valuable assets to give.

If you'd like to explore any of these opportunities, please contact the Development office at 800-937-4236.