Stocks, Bonds, and Mutual Funds
Gifts of appreciated securities (stocks and bonds) offer donors a range of potential benefits such as the avoidance of capital gains taxes when the securities have been held long-term — that is, for more than one year. These appreciated securities generate a charitable income tax deduction for their current market value, and most securities can be transferred electronically to our account by your broker. You can receive a federal income tax charitable deduction based on the current fair market value of the securities on the date of the gift, depending on your tax situation. Stock held in certificate form can be transferred by mail or delivery to our offices.
Appreciated securities, among the most versatile and economical assets to donate, can be used to fund a charitable trust or gift annuity, which can provide you, your spouse, or other beneficiaries annual income for life.
Please use this form if you are interested in this gift option.
For more information contact:
Development Coordinator, Individual and Planned Giving
Toll-free: (844) 385-2064