Donating Appreciated Securities (stocks, mutual funds, ETF’s):
If you have securities in a taxable brokerage account that have appreciated in value, you may save a significant amount in taxes by donating some of those shares. When you donate the appreciated securities to the New Horizon Ranch Ministry Fund, not only do you receive a tax deduction for the fair-market value of the gift, but you also avoid all of the capital gains tax that you would have been subject to had you sold the securities. Keep in mind that you must itemize your deductions in order for this strategy to positively effect your tax situation.
If you have any questions about these powerful strategies, feel free to call our Treasurer, Matt Syverson, at 913-317-6000 or email him at [email protected]
Horses are changing lives in Rantoul, Kansas
New Horizon Ranch, Inc. is a therapeutic horseback riding center located in Rantoul, Kansas and currently offering Hippotherapy, Therapeutic Riding, Equine Assisted Learning, Equine Assisted Psychotherapy, and Summer Day Camp programs to individuals of all ages with physical, cognitive, social, emotional and learning disabilities.