A gift of stock may be more tax advantageous than a gift of cash. If the stock has been held for more than one year and has appreciated, the donor will receive a charitable deduction equal to the current value of the stock and will avoid paying capital gains tax on the stocks’s gain in value.

Gifting of Stock Versus Cash

The following table illustrates the potential tax savings of donating securities. The chart assumes you wish to donate $10,000 worth of securities which you bought more than one year ago at a cost of $2000.

This illustration is for informational purposes only and is not intended to provide advice for any specific individual or situation. Donors should seek advice from an independent tax advisor.

To make a donation of stock to the Marilyn B. Gula Mountains of Hope Foundation, please contact:

Twomey Zell Group
Morgan Stanley Smith Barney
2882 Sand Hill Rd Suite 200
Menlo Park, CA 94025
Ph: 650 234-5122

Your gift is fully tax deductible. The Marilyn B. Gula Mountains of Hope Foundation is a 501(c)(3) charity - Federal ID 26-1294797. All expenses associated with the administration of the Foundation are paid by the Allen J Gula, Jr. and Marilyn B. Gula Trust. Every dollar donated is applied directly to fulfill our mission - to give women with advanced breast cancer a fighting chance.