How To Make a Gift of
Stocks or Bonds
If you would like to transfer your appreciated assets you can:
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If you have any questions about making a gift of stocks or bonds, we are happy to assist you.
Benefits
Avoid paying capital gains tax on the sale of appreciated stock
Receive a charitable income tax deduction
Further the FINCA mission today
If you have made a gift of stocks or bonds to FINCA, we would like to thank and recognize you for your gift. Please contact Colleen Zakrewsky at 202-971-4627 or [email protected].
There are special rules for valuing a charitable gift of stock. The value is determined by taking the mean of the high and low stock price on the date of transfer. Mutual fund shares are valued using the closing price for the fund on the date of transfer.
Need More Information?
Send your questions to Colleen Zakrewsky who has a wealth of experience advising donors on the best options for making planned gifts to FINCA. You may also enter your contact information below and our planned gift experts will be in touch to discuss planned opportunities with you.