|
or
publicly traded securities held for more than one year, the value
is calculated using the mean of the high and low prices reported
on the date the contribution is accepted by the Trust. For mutual
fund shares held for more than one year, the value is established
by the closing price on the date the contribution was accepted.
For securities that are not publicly traded which have been held
for more than one year, the fair market value (the deductible amount)
is determined by the donor in a reasonable manner on the date the
contribution is accepted by the Trust. The donor will be required
to provide the Trust with an appraisal, and also provide the IRS
with an appraisal for any contributed property for which you claim
a deduction of more than $5,000. For securities held for one year
or less, the deduction is limited to your cost basis.
|