Donating Appreciated Assets

Whether purchased for love or investment purposes, publicly traded stocks, real estate, shares in a privately held company, interests in private equity, hedge funds, and fine art or collectibles can prove to be the best items to donate to HDSA to realize maximum tax benefits. Assets that have appreciated in value can be among the most tax-advantaged items to contribute to
HDSA because you can enjoy a current year tax deduction and avoid payment of capital gains taxes on their sale. This allows
you to pay lower taxes and also allows HDSA a maximum fiscal benefit.

Important Note: In all cases, it is advisable for you to consult your own financial planner, tax or legal advisor when you consider donating appreciated assets to HDSA.

To learn more about this unique philanthropic wealth management strategy. please contact Nadene Alleyne at njalleyne@hdsa.org

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