By making a donation in the form of stocks, bonds, mutual funds or other appreciated securities, you are making an investment in the future of children in your community.
As a donor, you are entitled to take a charitable deduction for the full fair market value of appreciated securities held longer than one year, and you usually avoid paying the capital gains tax that would be due if you sold the securities.
For more information, contact Mark O’Donnell, Senior VP and Chief Development Officer, at email@example.com or (617) 956-0213.
- Donating stocks or bonds held by a bank or broker
- Donating stock certificates you hold
- Effective date and value of your gift