Gifts of Appreciated Securities
Gifts of appreciated securities – stocks, bonds, and mutual fund shares that have been held for at least one year and have increased in value – can be a tax-efficient way to donate and receive a charitable income tax deduction.
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Steps to Initiate Your Transfer
Before you initiate your transfer, please contact the Development Department at [email protected] to start a conversation. Ultimately, you will need to provide the following information to pursue your gift:
- The name of the stock
- The number of shares
This information will enable us to process and acknowledge your gift as quickly as possible.
You or your broker may provide this information directly.
Please contact us at [email protected] to finalize any stock transfer.