We have a new way for you to support OAA financially!
Donating appreciated investments, rather than cash, can be a tax-efficient way of accomplishing your charitable goals. When you contribute non-qualified, long-term appreciated investments to charity, you avoid paying capital gains tax on the appreciation of that investment. As a registered 501(c)(3), OAA will also not pay any capital gains tax either. This also may provide additional tax benefits. You may be entitled to a charitable deduction equal to the fair market value of the investment on the day its donated, up to certain maximum amounts allowed determined by the IRS. Please contact a CPA to see how this might impact your own tax situation.
If you are interested in finding out more about this, feel free to contact our financial advisor, Adam Jaehnke at 763-542-3715 or jaehnkea@stifel.com.
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