Explore the benefits of giving appreciated assets, often common stock or mutual fund shares; find instructions for giving a gift of securities.
Gifts of Appreciated Stock (or Other Assets)
Goal: Avoid capital gains tax on securities sale
Benefit: No capital gains tax and charitable deduction based on fair market value
Instructions for transferring securities
The gift of an appreciated asset, often common stock or mutual fund shares, is a valuable way to make a contribution to a charitable organization and receive tax benefits based on the value of the asset(s).
Instructions for Stock Gifts
To ensure that your gift is directed to Starkloff Disability Institute, please contact:
Starkloff Disability Institute, COO, Director of Development