Make a Bigger Impact: Donate Stock to HMI
Unlock Greater Giving & Significant Tax Savings
Are you looking for a powerful way to support HMI's vital work? Donating appreciated stocks, bonds, or mutual funds is one of the most advantageous ways to give, allowing you to make a larger gift and enjoy significant tax benefits.
“I had some Disney stock with large capital gains. The work HMI does is so important and by transferring these stocks directly to HMI, it allowed me to give more than I could with a cash gift. Plus, I didn’t have to pay any capital gains tax.”
– Martha Holdridge, Maryland, USA
Why Giving Securities Can Be More Beneficial Than Cash Gifts
Your gift of appreciated investments to HMI can significantly increase the impact of your dollars, helping us heal more land, produce more healthy food, and cultivate even healthier communities!
Appreciated Assets = A Doubled Donation
Impact Dollars of Your Original $10,000 Investment$20,000!
How it Works
Don’t Make a Costly Mistake
Many donors who give securities mistakenly believe the only way is to sell the investments then gift the cash proceeds to the organization they support. When this happens, however, and securities are sold at a higher market value than when originally purchased, the donor must pay capital gains tax, unnecessarily limiting the impact of their gift – and paying for it as well!
Transfer Securities Directly to HMI
and Reap the Tax Benefits
By transferring securities directly to HMI you not only save hundreds or even thousands of dollars in capital gains tax, but the entire fair market value of the securities are fully tax deductible.
It’s easy! Simply give these wiring instructions to your financial advisor or contact us at 505-842-5252.
To have a personalized proposal created for you, contact us at hmi@holisticmanagement.org.
*This example is based upon an individual in the 25% federal tax bracket selling long-term securities (held longer than one year after purchase) and sold at a higher value than the purchase price. The deduction is generally limited to 30% of the donor’s adjusted gross income. Ask your tax advisor how this deduction can most benefit you.