The National World War II Museum, New Orleans

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National World War II Museum Spoon

Comparison chart to show the benefits of contributing appreciated stock

If you would like to support the National World War II Museum , but don't want to use cash, consider making a gift with appreciated stock that you have held for over a year. As the chart below shows, there are tax advantages if you donate the stock directly to the Museum instead of giving cash or the proceeds from the stock's sale.

This example has the following assumptions:

The stock is worth $1,000;

The stock was purchased for $200;

The stock has been held for over one year;

The donor is in the 35% income tax bracket; and

Long-term capital gains tax rate of 15% on the appreciation.

Comparison Chart - Contributing Appreciated Stock

Stock is worth $1000 with a basis of $200	Give Cash	Sell Stock & Donate the Proceeds to the Museum	Give Stock directly to the Museum
Gift	$ 1,000	$1,000	$1,000
Income Tax Deduction	$350	$350	$350
Cap. Gains	N/A	Paid $120	Saved $120
Tax Savings	$350	$230	$470
"Cost" of Gift	$650	$774	$530

Return to Planned Giving

For More Information: Contact Craig A. Bardell
Telephone: 504-527-6012 EXT 401
Email: craig.bardell@ddaymuseum.org

The National World War II Museum is a 501(c)(3) non-profit corporation.
Your contribution is tax deductible within the limits prescribed by law.