Planned Gifts – Gifts of Stocks, Bonds, and Mutual Funds

A gift of appreciated securities such as stocks, bonds, or mutual funds may have more tax benefits than a gift of cash of an equivalent amount. You may deduct the full present value of the securities, and avoid capital gains tax on the appreciated amount.

A gift of securities can be used to generate a new source of lifetime income when funding a charitable gift annuity. Transferring appreciated stock is easy. We can provide sample transaction instructions you and your broker.

If you are interested in making a gift of stocks, bonds, or mutual funds, please contact the D'Youville Foundation Office at (978) 569-1055.

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