News from the AGA

How a gift of stock to the AGA Research Foundation can be a win-win


 

If you own stock that’s increased in value since you purchased it (and you’ve owned it for at least 1 year), you have a unique opportunity for philanthropy. When you donate securities to the AGA Research Foundation, you receive the same income tax savings (if you itemize) that you would if you wrote the AGA Research Foundation a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.

Making a gift of securities to support the AGA Research Foundation’s mission to raise funds to support young researchers in gastroenterology and hepatology is as easy as instructing your broker to transfer the shares. Using assets other than cash also allows you more flexibility when planning your gift.

Benefits:

  • Receive an income tax deduction for gifts of securities if you itemize.
  • Provide relief from capital gains tax with gifts of securities.
  • Help fulfill our mission with your contribution.

Take the next step:

The AGA Research Foundation can help clarify and document the steps to donate stock to us. Contact us at foundation@gastro.org to make your donation.

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