股票礼品 & 共同基金

Having a well-known cardiologist as a father was a point of pride for Patti Brayton. She saw first-hand the amazing personal care he provided for over 30 years in their community outside Chicago. 她十几岁就失去了母亲, Patti grew up attending cardiology events as her father's "plus one,“所以她在舞厅里总是感觉很自在. Her connection to matters of the heart became even stronger when her husband Joe co-founded a company providing medications for heart transplant patients and those with congestive heart failure (CHF). Patti eventually lost her father to CHF and she and Joe began actively supporting their local 美国心脏协会 in his honor. "It felt good to honor him by giving back and fighting for the hearts of others, 就像他几十年来那样,帕蒂说. 她退休后, Patti turned her attention on the Dallas Cotes du Coeur Gala, 通过无声拍卖帮助筹集救生资金. She and Joe became so active they were asked to chair the event. They took the helm of the 2022 gala and helped to lead it to a sold-out success, raising $5.5 million for the mission of the 美国心脏协会.

与此同时，他们正在为这次活动做计划, Patti and Joe were taking their support of the AHA to new heights in another way as well - through a substantial gift of stock. 时机很好，也很合理. The couple had purchased this stock several years earlier, watching its value ebb and flow. At times they thought about selling it - their initial investment had appreciated more than ten times over - yet the taxes would prevent the sale from being very profitable.

“人们不考虑税收影响，”帕蒂说. “但如果你把钱捐出去，非营利组织就会受益. If you've made a lot of money in a stock and need a tax write-off, do it.“给帕蒂和乔, a stock gift was the perfect way to take a small initial investment and turn around and make a positive impact for a nonprofit close to their hearts. 正如布雷顿夫妇所说，“这对每个人都有好处!"