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Explore the tax benefits of gifts of cash, stocks and other assets.
Cash Appreciated Securities Real Estate Tangible Property
Cash:
Most gifts to Native Forest Council are made in cash. The Council is a 501(C)3 organization, which entitles donors to deduct cash gifts as a federal income tax charitable deduction on their itemized tax returns. Donors can deduct up to half of their adjusted gross income. If you cannot use the entire deduction this year, you may carry the deduction forward, up to five years in necessary.


Appreciated Securities:
Gifts of appreciated securities, such as stocks and bonds, offer double tax advantages and increase the impact of your gift. If you've held a stock for one year or longer, you can generally deduct the full fair market value of the stock AND avoid capital gains taxes.

For example: Mary buys 100 shares of stock at $10 per share. Three years later, the stock is worth $50 per share.

By donating the stock to Native Forest Council, she saves $800 in capital gains taxes (20% of $4000) and she can deduct the full $5000 as a nonprofit donation. If she's in the 28% tax bracket, that $5000 donation will save her $1400 in taxes. Even if Mary decides the stock is a great investment, she can simply buy 100 more shares and enjoy the same tax savings. "Wash" sale rules do not apply to stocks sold at a profit.

  • Cost of Donation: $1000
  • Impact of Donation: $5000
  • Total Tax Savings: $2200

    You must use itemized deductions to take advantage of these savings. Total deductions for this type of contribution may not exceed 30% of your adjusted gross income. If you cannot use the deduction this year, you may carry forward any unused deduction for five years. Every individual is different. Please consult your attorney or tax adviser to discuss how donating stock fits your financial situation.

    Transferring ownership of shares is simple:
    1) If you hold the securities...
    Mail them (via registered mail) or contact us to arrange for a courier to pick them up. We are happy to facilitate either of these services to you at no cost.
    Please include a brief letter stating the purpose of your gift.

    2) If your bank or broker holds the securities...
    Please have your broker contact our secretary, Deborah Ortuno, at Native Forest Council: (541) 688 2600 for transfer instructions.


    For more information about the benefits of donating stock, visit this site.

    Real Estate:
    A gift of real estate may allow you to significantly reduce income, capital gains and estate taxes. Real estate gifts to Native Forest Council may include a residence, vacation home, farm or ranch, building lot, commercial property, agricultural land, or undeveloped land. You may choose to deed the property outright to Native Forest Council, a fractional interest in the property or even occupy the property after giving it to Native Forest Council.


    Tangible Property:
    Gifts of tangible property, such as jewelry, collections, art or antiques can reduce your taxable estate and offer you an income tax deduction for the value of the gift. If the property has appreciated, you also avoid the capital gains tax you would have paid to sell the property.



    Email us with questions at: trust@forestcouncil.org
    Native Forest Council: 541.688.2600
    POB 2190, Eugene, OR. 97402
    **be sure to contact your personal financial consultant for details**