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Stock Gifts

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).

CLICK TO LEARN MORE ABOUT STOCK GIFTS

Instructions for Stock Gifts

To ensure that your gift is directed to Starkloff Disability Institute, please contact:

Lori Becker
Starkloff Disability Institute, COO, Director of Development
314-588-7090
lbecker@starkloff.org

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