Together We Can Do
Great Things!

FSEA on Facebook

FSEA on Instagram

contact us FSEA

 
Articles & Pages
Encyclopedia
florida ladies of elks 2018 19
online reporting2
FSEA Magazine
member resources2
florida elks news online 230x81
 

Gifts of Stock and Appreciated Assets

stock image

How to take advantage of appreciated securities without incurring capital gains tax.

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Harry-Anna Trust Fund.
  • Harry-Anna Trust Fund sells your securities and uses the proceeds for its programs. Your broker or financial institution can provide you with a stock transfer form to facilitate the gift.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock is sold.

Giving appreciated stock could be more beneficial than giving cash.


 

If you are interested in making an immediate change in the lives of others, please click the button below and make your donation today.

Donate Today

Louisiana State Legislature Increases New Orleans Hotel Occupancy Tax

The Legislature of the State of Louisiana has acted to increase the New Orleans Hotel Occupancy Tax from 13% to 14.75% effective April 1, 2014. This will affect our convention room rates and they will go from $128.56 to $130.52 per night.

Convention Attendees With ADA Transportation Needs Urged To Contact Grand Lodge

In order for the Grand Lodge to support the transportation needs of attendees with disabilities you are urged to contact the Grand Lodge if you require special assistance. Special coaches capable of kneeling to accommodate wheel chairs will be placed along the routes for those in need. If you require assistance please contact Tina or Jessica at the Grand Lodge as follows:

TinaH@elks.org

JessicaR@elks.org

 

My Element

Together we can do great things!


Already a Member?  Welcome Back!