About gifts of stocks, securities, and mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these may help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets. You may eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Make an immediate impact on our mission
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid capital gains taxes
- You may receive an income tax deduction for the value of the assets if you’ve had them for more than a year
How it works
- Transfer appreciated securities directly to us and you may avoid capital gains taxes.
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Nora Rhein
Title :Individual Philanthropy Coordinator
Phone: 248-336-5725
Email: nrhein@dzs.org
Have you already included the Detroit Zoological Society in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.