Planned Giving

Gifts of Appreciated Securities
Gift illustration

How it works

You transfer securities to a fund at the .

The sells your securities and places the proceeds in a fund you create or designate.

Benefits

• You receive gift credit and 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 have the satisfaction of making a significant gift now or funding a life-income gift that benefits a fund at the later.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.