![]() While donating appreciated securities typically eliminates long-term capital gains exposure, you are limited to 30% of your adjusted gross income (AGI) for deducting contributions of long-term appreciated securities. Create a larger current year deduction by combining cash and securities. Use the appreciated securities donation tool 2. ![]() See the impact of contributing securities with long-term appreciation, with the Fidelity Charitable securities donation calculator. Does not take into account state or local taxes, if any. Assumes all realized gains are subject to the maximum federal long-term capital gains tax rate of 20% and the Medicare surtax of 3.8%. Information herein is not legal or tax advice. Please consult your tax advisor regarding your specific legal and tax situation. ![]() State and local taxes and the federal alternative minimum tax are not taken into account. The chart assumes that the donor is in the 37% federal income bracket. This is a hypothetical example for illustrative purposes only.
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