Save Our Heritage Organisation

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Gifts of Securities

Securities such as publicly traded stocks and mutual funds can be donated to SOHO. Gifts of appreciated securities generally offer a two-part benefit to the donor. First, you can receive an income tax deduction for the full market value of the stock at the time of the donation. Second, you can avoid paying any capital gain tax on the appreciation in value of the securities. Gifts of securities with a long term capital gain are deductible up to 30% of your adjusted gross income.

For any securities in which the donor has a loss, the donor may be better off selling the securities, then donating the sale proceeds to SOHO. This will allow the donor to take a loss deduction to offset gains on sales of other securities, and the donor will still receive a charitable deduction for the donated cash.

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Cash
Charitable Lead Trusts
Charitable Remainder Trusts
In Memory of a Loved One
General Fund
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Tangible Personal Property
Legal Defense Fund
Life Estate Agreements
Our Museums
Pooled Income Funds
S. Kathleen Flanigan Preservation Revolving Fund
Securities
Wills and Revocable (Living) Trusts

Beth Montes Memorial Internship & Outreach Fund
Plaza de Panama Legal Defense Fund

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For more information contact: Bruce Coons, Executive Director
bruce.coons@SOHOsandiego.org

Save Our Heritage Organisation
2476 San Diego Avenue
San Diego CA 92110
Phone: (619) 297-9327
Fax: (619) 291-3576

Save Our Heritage Organisation is a 501 (c)3 non-profit organization.

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SOHO Home

email: SOHOSanDiego@aol.com

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