Donation Tax Tips

Last minute tax tips

Donate appreciated stock and marketable securities that you have held for at least a year (366 days) to a Hacienda HealthCare affiliate.

Receive a tax deductible donation for the full market value of the appreciated stock/securities and avoid capital gains taxes.

  • The legal gift date for securities electronically transferred is the day they are received in our brokerage account.
  • The legal gift date for certificates that are mailed is the postmark date on the envelope.

If you would like to donate stock or other marketable securities, please call Sierra Kamela at 602-920-1060 cell or 602-243-4231 ext 176 office. For electronic transfers contact your broker and ask for their charitable gift requirements and end-of-year deadlines.

The information presented is educational only and not offered as legal or tax advice. Please consult your tax advisor, attorney or professional advisor to review tax benefits to ensure that a contemplated gift is appropriate for your situation. If you miss the 2017 deadline, please consider making your gift for 2018. Thank you for considering a gift that will make a difference in special lives.

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