Gifts of cash, stocks & bonds, or other assets may be given directly to the Shenandoah Community Foundation. We are happy to work with your financial advisor, attorney, and/or broker to make this easy.
NEVER SELL A STOCK OR OTHER ASSET YOURSELF OR THROUGH YOUR BROKER AND GIVE THE MONEY TO THE FOUNDATION OR OTHER CHARITY!
If you do, you’ll have to pay capital gains tax if there have been any gains since you bought or received the asset. If you donate the stock or asset directly, no one will incur a capital gains tax when it is sold.
Call us and we’d be glad to guide you or work with your financial advisor to accomplish your charitable goals without incurring unnecessary tax obligation.