How to Value a Gift of Stock

By Gifts of Stock

Gifts of stock.  There are very few gift vehicles that provide more benefit to the donor.  It’s one of my “Big Four” ways of giving donors often forget about.  We’ll talk about the other three in another post soon. Gifting stock to a charity allows the donor to claim the full present market value of the stock and not owe a penny of capital gains tax on the appreciation of the stock.  Where the 3.8% Net Investment Income Tax applies, a gift of stock escapes this tax, as well. To start: the stock must be owned by the donor for

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