Appreciated Stocks and Securities

Tremendous benefits can result from taking the time to carefully plan gifts

Gifts of publicly traded securities, including stocks, mutual funds, municipal and corporate bonds, treasury bills and notes, warrants, stock options and stock appreciation rights are generally acceptable gifts to Idaho Public Television. Title to securities deemed to be readily transferable present no particular difficulties to Idaho Public Television.

Completing a gift of securities today is most often done through an electronic transfer directly from your broker to Idaho Public Television´s account. We are pleased to provide all the information necessary to complete electronic transactions.

Giving securities is one way you may combine your charitable giving goals with effective estate and financial planning.

Advantages

Individual taxpayers have long enjoyed the opportunity to make contributions of stocks, bonds, mutual funds, and other securities that have increased in value while bypassing capital gains tax that would be due if sold.

When securities have decreased in value, it may be advantageous to sell the securities and then make a cash contribution. You may then be able to claim tax benefits for the capitol loss as well as the value of the contribution.

Gifts of stock and securities are not complicated. Idaho Public Television can facilitate an electronic transfer of funds and we would be pleased to furnish you with the information needed to complete the transfer.

Idaho Public Television is not a tax advisor. To maximize the benefit of your gift, please contact the services of a professional tax or financial advisor.