Gifting Securities

Gifting Securities

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Gifting Securities

Gifting Securities definition:  Securities held more than one year may be gifted to charities for an income tax deduction. Additionally when the security is transferred directly (without being sold for cash), the donor is not responsible for capital gains tax.  The gifted security also effectively reduces the size of the taxable estate.

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