Gift of Appreciated Securities

A Tax-Savvy Way to Benefit from Growing Assets

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to CAP, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%. Transfer your appreciated assets today.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

If you would like to transfer your appreciated assets you can:

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

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Next Steps

  1. Contact Ms. Kristina E. Jones, M.A., CFRE, at 833-426-4227 (toll free) or legacy@gocivilairpatrol.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include CAP in your plans, please use our legal name and federal tax ID.

Legal name: Civil Air Patrol
Address: P.O. Box 9251, Montgomery, Alabama 36108-2342
Federal tax ID number: 75-6037853

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Personal Estate Planning Kit

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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