Appreciated Securities

“Appreciated Securities” refers to publicly traded stocks that have increased in value since their original purchase. Donating appreciated securities to a charitable organization like the California Art Club can be a tax-efficient way to give, as it allows you to maximize your charitable deduction while avoiding capital gains tax on the appreciated value. Before making such contributions, it’s advisable to consult with a tax advisor for personalized guidance.

For further assistance and consultation, feel free to reach out to the California Art Club office via phone at 626.583.9009 or by emailing us at cac@californiaartclub.org.