RELATED CHARITABLE GIVING ARTICLES

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Donating non-cash assets to charity.

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Benefits of Donating Equity Compensation Awards to Charity

For charitably minded executives, certain equity compensation awards (or, more accurately, the stock acquired upon award exercising or vesting) can make excellent gifts to charity because of the potential tax benefits. These investments often have a low cost basis and may have a significant current market value, resulting in a large capital gains tax bill when sold. 

Benefits of Donating Appreciated Non-Cash Assets to Charity

It’s vital to understand how appreciated non-cash assets can be an important part of a philanthropic wealth management strategy. Assets that have appreciated in value can be among the most tax-advantaged items to contribute to charity because you can potentially eliminate capital gains tax liability on their sale and enjoy a current year tax deduction, if you itemize.

Benefits of Donating Restricted Stock to Charity

By donating a portion of their appreciated restricted stock held for more than one year to a public charity (including a donor-advised fund), executives are able to enjoy a current year tax deduction and potentially eliminate capital gains tax liability on the sale of the asset while allowing the charities they support to receive the most money possible.

Benefits of Donating Publicly Traded Securities to Charity

Taxpayers who are considering current year charitable contributions and are also facing long-term capital gains taxes on appreciated stock that they have held for more than a year can realize a much more favorable income tax result and charitable impact by making a timely donation of the appreciated stock directly to charity.

Benefits of Donating Real Estate to Charity

Many investors find that their most appreciated assets come in the form of real estate—a piece of raw land, an investment property or a vacation home—that has been held for a long period of time and could create significant capital gains taxes when sold.

Benefits of Donating Privately Held Business Interests to Charity

Taxpayers who are considering current year charitable contributions and are also facing long-term capital gains taxes on appreciated stock that they have held for more than a year can realize a much more favorable income tax result and charitable impact by making a timely donation of the appreciated stock directly to charity.

Benefits of Donating IPO Stock to Charity

An initial public offering (IPO) can accelerate appreciation of private company stock held by founders, executives, and early employees. High appreciation before or after the IPO may result in a wealth event with substantial capital gains taxes when you sell shares of the stock.

Benefits of Donating Fine Art and Collectibles to Charity

With thoughtful planning, the contribution of art to a donor-advised fund can provide support for a collector’s charitable objectives by freeing up funds to support charitable causes over time and ensuring that charities receive the most money possible.

Benefits of Donating Private Equity Fund Interests to Charity

By donating highly appreciated private equity fund interests, investors can take a full, fair market value income tax deduction—as determined by a qualified appraisal—for the donation while also potentially eliminating tax liability on fund distributions.

More from Schwab Charitable

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 Align your giving vehicles

 Structure your giving

 Measure your impact