Making a stock donation is a powerful way to support the next generation while potentially receiving valuable tax advantages. You may be eligible for an income tax deduction and can avoid paying capital gains tax on your appreciated assets – allowing your gift to have an even greater impact.
Use the quick form below to notify us of your stock gift. Once completed, you’ll receive easy-to-follow instructions to complete your stock transfer.
*To provide adequate time for processing year-end gifts, please complete the form by December 20th