In recent years, tax changes have made it even more attractive to donate publicly traded securities. You can make a gift of securities to the Foundation and pay no tax on capital gains. This method of donating allows you to make a significant donation while greatly reducing your out of pocket cost. Each donor’s financial situation is unique and donors are encouraged to explore the impact on their portfolios directly with their financial advisors. You will receive a charitable receipt for the value of the securities at the close of the market on the date that ownership is transferred to the Foundation.
To download a gift of securities notification form please click here.