Planned Giving

Appreciated Securities

Consider a contribution in appreciated securities.

Increase your gift — and your tax deduction — with one simple strategy.

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to the US Sailing Foundation. Instead of a cash donation or selling your appreciated securities and contributing the after-tax proceeds, transfer the securities directly to the US Sailing Foundation and you’ll automatically increase your gift and your tax deduction.

How does it work?

It’s simple. When you donate stock to USSF, you’ll generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase over 20%. Would you prefer to donate bonds or mutual funds? The same benefits apply.  The US Sailing Foundation is a registered charity will most Donor Advised Funds.

A larger gift and a larger deduction

Bruce Burton

“When Jane and I decided to make a significant gift to the US Olympic Sailing Program, we chose to donate stock to avoid reducing our cash position.  After talking with our financial adviser, we selected a stock that had enjoyed significant appreciation but would incurred a large capital gain if sold outright.

By donating the stock directly to the Olympic Sailing Program, we were able to donate and deduct the stock’s full, fair market value – for us, a capital gains savings of (20%).  The Team received a gift 20% larger than if we’d given cash from the sale of the same stock.  If you are resident in state with state income taxes, then your savings will be greater and your effective gift larger.

The Team sold the stock and reinvested the funds in top-level coaching for our nation’s Olympic sailing athletes – and I know for certain that more time-on-the water with medal-proven coaches is what it takes to win Gold.  The stock contribution purchased 20% more coaching and it’s possible that could make the difference.

From my point of view, a gift of appreciated securities is the way to go – more funding for the Team and less tax for us.”

Bruce Burton
US Sailing Foundation Trustee
To contribute appreciated securities, we’ll send you an encrypted email with stock transfer instructions. Please contact:
georgiamcdonald@ussailingfoundation.org or
lorie anderson@ussailingfoundation.org