Give Stocks or Assets

What many potential donors may not know is that donating appreciated stock can be a powerful and quite advantageous financial planning tool.  In almost all cases, individuals that donate stocks and securities to organizations such as the Heightened Hearts Foundation are eligible to receive all the usual tax-deductible benefits that come from donating cash, while at the same time avoiding capital gains taxes.

Of course, you should always speak with your financial planner before making such a move, but if you decide that donating stock is the right move for you and your family please feel free to fill out the contact form below to have one of our representatives contact you and guide you through the steps to donate your stocks or securities.