Fidelity Investments

Stock Donations for Tax Efficient Giving

Inspire Family Life Center

Fidelity Investments

DTC-0226  Account-Z40393299

Donating stock to Inspire Family Life Center will

Increase your gift—and your tax deduction—with one simple strategy!

How does it work?

It’s simple and easy. When you donate stock to Inspire Family Life Center (a 501c3 charity), you can take a tax deduction for the full fair market value of the stock at the date of your donation. Because you are donating stock, the impact of your contribution and tax deduction may instantly increase over 20%.¹ If you prefer to donate bonds or mutual funds, the same benefits apply.

In other words …

By contributing stock shares to Fidelity Charitable, a donor is able to eliminate their capital gains tax exposure and take a charitable deduction in the amount of the full fair market value of the shares. ¹

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to charity. Therefore, compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to increase the value of your gift, your tax deduction and, most importantly, the impact on the Inspire Family Life Center.

¹ Always consult with your tax advisor for your specific tax benefits.

Inspire Family Life Center.com / TAX ID# 85-3176387

DTC-0226 Account-Z40393299