Gifts of Securities
Stocks and other securities are very advantageous gifts. From the donor’s perspective, a gift of appreciated shares is easy, is tax deductible at full market value on the day of the gift, and avoids capital gains taxes. From the Foundation’s perspective, we’re delighted to help you make a charitable contribution to the project of your choice.
Please give some good thought to the best strategy for this type of gift, and call us at 978-777-8876 if we can help.
- If you hold the stock certificates themselves personally, please call us for some simple instructions to send them safely.
- If you wish to give mutual fund shares, please call us so we can match our accounts to yours for ease and safety in transferring them.
A gift of stock is of even greater advantage to those with restrictions or disclosure requirements, or to people balancing an estate portfolio.
For more information on gifts of securities or property, please call Dave Welbourn or Jay Caporale at ECCF, 978-777-8876.
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