University Offers Plan on A-B Stock Gifts
August 4, 2008
The changes taking place at Anheuser-Busch have created an unprecedented opportunity to make mutually beneficial gifts to Lindenwood. Many have invested in Anheuser-Busch over the years, and the InBev acquisition has greatly changed one's ability to make a meaningful donation.
A-B stock has greatly appreciated in value in just the past few months. Charitable deductions for stock are valued as of the date of the gift and not the cost when it was purchased. There are multiple tax benefits available by supporting Lindenwood through a gift of A-B stock.
Making a gift of appreciated A-B stock provides the same deduction as giving cash, but also capital gains!
For example, if one paid $2,500 for shares of A-B stock 10 years ago and it is now worth $25,000, he or she avoids paying $4,500 in capital gains tax (assuming the 20 percent bracket). Even though this is a $25,000 donation, the actual cost to is now $11,750 (assuming the 35 percent income tax bracket), which means one is spending 47 cents for each dollar that given to Lindenwood.
Shareholders of Anheuser-Busch stock may want to consider giving all or some of their stock as a gift to Lindenwood. As with all tax planning gifts, one should consult a tax adviser regarding intended gifts of A-B stock.
A gift of $25,000 to Lindenwood makes you, as the donor, a member of the Butler Society, a special group comprised of our major contributors who are recognized each year at a special dinner on campus.
Lindenwood benefits greatly from your generous gifts. Please make donations to the Annual Fund and help provide us prepare for the future by remembering Lindenwood in your estate plans. At this time a gift of your Anheuser-Busch stock is a unique opportunity to make a significant immediate gift and enjoy tax advantages as well.
For more information, please contact Dr. Lucy Morros, Vice President for Institutional Advancement at 636-949-4532.
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