Stock Transfer Gift

The transfer of securities to Krishnamurti Foundation of America can give you major tax advantages over a donation of cash:

Appreciated Stock

  • You receive a tax deduction for the full value of the stock at the time of donation (not just the amount you paid for the stock), if you held the stock for at least one year.
  • In addition, you completely avoid paying capital gains tax and you do not pay commissions for selling the stock. (Brokerage fees are paid out of your donation, however.) These advantages make it possible to give larger gifts to the KFA or Oak Grove School than giving only donations of cash.

Depreciated Stock

  • If you would like to donate stock that has depreciated in value since you bought it, it is most likely to your advantage to sell the stock. In that way, you can claim a loss and pay less in taxes.

You may allocate your gift, to the KFA or Oak Grove School, either for general support or a specific program. After transaction fees, 100% of your gift will be allocated to the program of your choice.

For more information, please contact us at (805) 646-2726 Ext 808, or use the online form.