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Plan C1 Charitable Trust Gift Chart Example
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Text in this example:
GIFT OF CASH AND APPRECIATED STOCK - Difference in Cost Cash Gift Outright Give Appreciated Securities Gift (charitable deduction) 20,000 20,000 Savings from charitable deduction (tax rate = 35%) 7,000 7,000 Cost after income tax 13,000 13,000 Capital gains tax saved (paid) 0 2,700 Final net cost of gift 13,000 10,300 Cost to you as a donor per dollar received by charity (e / a) $0.65 $0.52