Providing Security for Future Generations

If you would like to make a gift of stock to Fresh Energy, we will be pleased to work with you or your broker to transfer stock electronically and direct the gift as you choose. Please contact Development Director Sheila Bayle at 651-763-7654 or bayle@fresh-energy.org for more information.

Supporting Fresh Energy with a gift of stock offers you several advantages as a donor.

• If you choose to give securities that you have held longer than one year, you can avoid all capital gains tax liability on the appreciation. In addition, you can take a charitable income tax deduction for the full market value of the securities—up to 30 percent of your adjusted gross income—with up to five additional years to carry over the deduction. This option is especially attractive if you have long-term stock holdings that have greatly grown in value.

• On the other hand, if you own securities that have decreased in value from the amount you paid for them, you should consider selling the stock and making a gift of cash instead. This ensure you can take a capital loss deduction on your income tax and a charitable deduction for the full amount of the donation.

• As always, please consult an attorney or tax advisor for the specific advantages to you.

Fresh Energy is a charitable organization exempt from taxation under section 501c(3) of the Internal Revenue Code. Donations are tax deductible to the extent permitted by law.