Gifts that Help You Avoid Tax on Capital Gains

By making a gift of stock, or other assets that have appreciated over the years, including real estate, you can avoid tax on capital gains.

Gifts of Stock or other Assets

Perhaps you'd like to make an outright gift. Your wisest gift may not be tax because by donating cash, you are giving away income for which you have already been taxed. Alternatively, by making a gift of appreciated stocks, bonds, or mutual funds that you have held for at least a year, you'll be able to deduct the fair market value of the assets you've donated to Drayton Hall and pay no capital gains tax on the increased value.

Real Estate Gift

If you own an architecturally or historically significant home, the National Trust has a special program, called Gifts of Heritage, that can help ensure that your property is preserved for future generations and help you realize significant tax savings. Drayton Hall and the National Trust will work with a historical consultant to devise a preservation plan for your property which directs the easements that will be placed in the deed in perpetuity and then sell your house to preservation-minded buyers who will appreciate the easements and maintain the property as their home.