Planned Giving
Gifts of Appreciated Securities
The chart below illustrates the additional tax savings from a gift of appreciated assets.
| Cash | Appreciated Property | ||
| A. | Fair-Market Value | $10,000 | $10,000 |
| B. | Cost Basis | 10,000 | 4,000 |
| C. | Capital Gain | 0 | 6,000 |
| D. | Capital-Gain Tax (15%) | 0 | 900 |
| E. | Charitable Deduction | 10,000 | 10,000 |
| F. | Actual Tax Savings (24%) | 2,400 | 2,400 |
| G. | Total Tax Savings (D+F) | 2,400 | 3,300 |
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Nick McGann
Senior Manager, Planned Giving
212-689-9199
nmcgann@smiletrain.org
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New York, NY 10017
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