Your gift of stocks and bonds is an excellent way to reduce your tax burden while contributing much-needed revenue to United Cerebral Palsy of Orange County. UCP can hold the stocks and bonds as an investment or sell them for the current value and add the revenue to our current operating budget.

Whenever possible, consider making your gift with stocks and bonds that have a large paper profit (long-term capital gain). By doing so, the profit is not taxed and the charitable deduction can be taken at full fair market value if held for more than one year. Check with your tax professional to ensure that these guidelines apply to your individual circumstances.

Other assets that have appreciated in value may also make good gifts, such as collectibles, stock in closely held corporations, and real estate.

We can help you decide if a gift of stocks and bonds is appropriate for you at this time. Contact us via email or by phone at (714) 200-2600 for more information.

Thank you for making a difference!