Appreciated Properties

Property other than cash can make an excellent tax-wise investment in the Boys & Girls Clubs of Yellowstone County's Endowment Foundation, especially if the asset has increased in value. Appreciated securities such as stocks, bonds or mutual funds when sold generate a taxable capital gain and a gift of appreciated property can;
  • be deducted at full fair market value if held longer than twelve months,
  • be deducted up to 30% of your adjusted gross income with any excess deduction carried forward for five years, and
  • help you avoid capital gains, a smart and tax-wise way to give.
If you are interested in learning more about how your investment of appreciated stocks, bonds or mutual funds can help save the lives of the hundreds of youth who call the Club home please contact our Vice President, Resource Development Karrie Owen at 406-294-4511 or send her an email using the form below.

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