Gifting appreciated stock you’ve held over one year has the tax benefit of avoiding recognizing a capital gain while realizing a tax deduction for the full market value of the gift. To gift stock contact us here for transfer details.
Locate the Seattle-based Teleios in most donor advised fund platforms (such as Schwab/Fidelity) to gift via DAF. If you can’t find us in the database please reach out and we can assist.
For those over 72.5 years old, to avoid recognizing your required minimum distribution as taxable income, you can gift it directly to Teleios. Contact your broker or reach out to us for additional support.
