Appreciated Securities
How It Works
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You transfer securities to Stuart |
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Stuart sells your securities and uses the proceeds for its programs. |
Benefits
- You receive 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 Stuart later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about gifts of appreciated securities, Email us, complete the Information Request form, or call us at (609) 921-2330 ext. 279 so that we can assist you.