Appreciated Stock

A popular way to make a gift to Lincoln Community Foundation (LCF) is through a gift of appreciated securities securities such as stocks, bonds, mutual funds and CDs. These types of gifts are deductible as a charitable donation and capital gains tax is avoided on the transfer. This double benefit means that you can leverage a larger donation by using appreciated securities rather than cash to make your gift.

As a public charity, LCF sells the securities and is not subject to tax on the gain, and therefore applies the full proceeds as you direct toward your named fund or another existing fund at LCF.