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Securities

If you own publicly traded securities (including most mutual funds) that have appreciated in value, gifting them to charity will help you avoid the capital gains tax you would owe if you sold the securities yourself.  A securities gift is generally tax-deductible up to 30% of your adjusted gross income, with a five-year carryover if the gift amount is more than the 30% limit.  If you are considering a gift of securities, contact the Foundation’s Gift Planning & Stewardship staff in advance for specific delivery instructions.

 

 
         
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