Wills, Trusts, and Annuities

Appreciated Securities

Double Your Benefits

 

Appreciated Securities Diagram

 

How it works

How it Works 1

You transfer securities to the .

How it Works 2

sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits later.

blank

For more information

Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.




This site complies with the HONcode standard for trustworthy health information:
verify here.