What are appreciated assets?

God has blessed many in our community with appreciated assets. These are non-cash assets such as stocks, mutual funds, real estate, and alternative investments like art, collectibles, or cryptocurrency.

Gifting appreciated assets to a charitable organization like Helping Up Mission is a wonderful way to increase your ministry impact while minimizing your tax burden:

  • You receive a charitable tax deduction for the fair market value of your asset.
  • You avoid capital gains tax on the appreciated portion of your gift.
  • You may find, as others have, that you’re able to give more generously than when giving cash.

In the past few years, asset values have appreciated for many, leaving the potential for a significant tax liability when selling.

To get started or learn more about this smart giving option, please provide your contact info, and we’ll reach out to assist any way we can.