Make gifts of securities, stock, and IRA’s.
Donating stock can be incredibly beneficial. When you donate long-term appreciated securities, you not only avoid paying capital gains tax, but you are able to claim a charitable deduction for the full, appreciated value of the securities. You may also want to consider donating retirement plan assets to Penumbra. We recommend you speak with your tax advisor for more information. You can find Penumbra’s stock transfer information here!