Gifts of Appreciated Securities

Donating appreciated securities, including stocks, bonds, and mutual funds is an easy and tax advantageous way to make a gift to Forest Home.

ForestHome - Appreciated Securities

Illustration – $10,000 Donation

Appreciated Securities Illustration

How it works

1. You transfer appreciated securities to Forest Home.

2. You receive an income tax deduction for the full market value and avoid paying capital gains tax.

3. Forest Home sells the securities, avoids capital gains tax, and uses 100% of the proceeds to make it possible for children, youth and families to experience the life-changing power of the Gospel at Forest Home.

Benefits

  • You receive an immediate income tax deduction for the fair market value on the date of transfer.
  • You pay no capital gains tax on the transfer.
  • If desired, you can immediately repurchase the identical stock at a new basis. No wash sale rules apply because it is gain property.
  • You experience the joy of making it possible for children, youth and families to experience the life-changing power of the Gospel at Forest Home.

Next Steps

If you would like to gift appreciated securities to Forest Home, please contact the Forest Home Development Office for our brokerage account information.

Phone: 909-389-4430
Email: donations@foresthome.org

We’re here to help

To discuss the best gift options for you, contact David Carlson, MBA, ChFC®, CLU®, CLPF, President of the Forest Home Foundation, at (909) 389-4430 or davidc@foresthomefoundation.org.