Gifts of Stock or Appreciated Securities

If your investment portfolio includes low-yielding, highly appreciated stock or securities that have held for more than one year you may want to consider gifting them to Taltree Arboretum & Gardens. Appreciated property can include publicly traded stocks, bonds, mutual funds, closely held stock, commercial property, farms, personal residences or unimproved land.

You may benefit by:

  • Receiving an income tax deduction for the full market value of the gift as of the date of the transfer;
  • Paying no capital gains tax on the appreciation of your asset (the difference between your cost basis and current fair market value);
  • Making a generous charitable gift without reducing your liquid assets;
  • Reducing your exposure to estate taxes

How to make a gift of securities to Taltree Arboretum & Gardens:

To avoid capital gains tax, ask your financial institution to contact our Finance Office at 219-742-5578 and we will provide wire transfer information to the donor or their agent if securities are being wired. All securities will be sold as soon as is reasonably possible. Your entire gift will be tax deductible and is effective immediately upon transfer at the fair market value of the securities on that exact date.

How to make a gift of real property to Taltree Arboretum & Gardens:

Please contact the Office of the President & CEO at (219) 742-5349. Prior to acceptance, gifts of property are inspected by the Arboretum or by an agent acting on its behalf to assess the condition of the property and to ensure that it is appropriate to the mission and resources of Taltree Arboretum & Gardens.

The material presented on Taltree Arboretum and Garden’s web site is not offered as legal or tax advice. We recommend you seek the advice of your tax advisor, attorney, and/or financial planner to make certain your gift fits well with your overall circumstances and planning.