Giving appreciated stock through a community foundation is popular among a range of givers – individual investors, families, entrepreneurs and even groups of friends who have formed investment clubs.

By giving stock through the Saginaw Community Foundation, you can avoid capital gains taxes that would be due as a result of its sale and establish a charitable fund that benefits the local causes and organizations you care about most. With gifts of appreciated stock, your stock market earnings translate into community impact, so you get a more rewarding return on your portfolio.

Additionally, you may receive a tax deduction on the full market value of your appreciated stock, while avoiding the capital gains tax that would otherwise arise from sale of the stock.

When you make a gift to the Saginaw Community Foundation, we create your personal legacy of giving by establishing a special fund. 

The fund can be set up in your name, in the name of your family, or in honor of any person or organization you choose. You also may choose to give to an existing fund.

Additionally, by working with the Saginaw Community Foundation, you can predetermine the type of fund you would like to establish and specify how you want the fund to help your community. 

Your fund will be endowed at the Saginaw Community Foundation. Earnings gained through investments will be used to make grants that address needs in Saginaw County. If you prefer, grants can be made anonymously.

For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact Saginaw Community Foundation at (989) 755-0545 or via email.