Supporting Physical Therapy Research With a Gift of Appreciated Stock
It’s never too early to consider smart giving strategies that maximize your impact while providing tax benefits. One often-overlooked option is donating appreciated stock, which allows you to support physical therapy research while potentially reducing your tax burden.
Lori Michener, PT, PhD, FAPTA, a physical therapy researcher and long-time supporter of the Foundation, contributes a gift of appreciated stock to the Orthopaedic Section Endowment Fund. Instead of writing a check, Lori’s decision to donate appreciated stock allows her to contribute in a unique and impactful way.
“I support physical therapy research because I want to help patients and the public at large understand how rehabilitation can help improve pain and quality of life in those with musculoskeletal disorders,” says Lori. A gift of appreciated stock makes it easy for her to do so.
With her gift, Lori will help advance research in physical therapy, ensuring that future clinicians and patients benefit from evidence-based care. Generosity can take many forms, and with this simple giving option, she felt confident knowing her investment was making a lasting difference.
How You Can Give Appreciated Stock
Donating appreciated stock is a straightforward and tax-smart way to support the Foundation for Physical Therapy Research. By transferring stock directly to the Foundation, you can maximize your contribution while avoiding capital gains taxes. If you’re interested in making a stock donation, we’re here to help every step of the way.
Tax laws can be complex and vary depending on individual circumstances. Please consult your financial advisor or tax professional to determine how this gift may impact your individual tax situation.
To learn more about your giving options, contact the Foundation’s CEO, Barbara Malm, at barbaramalm@foundation4pt.org.
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