How to Give - Securities (Stocks & Bonds)

Giving appreciated assets that have been held for more than 12 months may offer you significant tax advantages. The long-term capital gains tax is eliminated, and you are entitled to a deduction equal to the fair market value of the securities. Today it is more beneficial to contribute appreciated securities than to sell them and donate the proceeds of the sale.

For depreciated securities, it is usually best to sell the assets outright and then donate the proceeds. To make a gift of closely held stock, do not sell your securities. Notify your broker that you would like to make a gift to St. Ann’s; a representative from the Foundation office will provide you with the necessary information to complete your gift. It is important that gifted certificates are not endorsed; a stock power for each certificate will be used to complete the transfer.

Please contact Steven Smith at St. Ann’s Foundation for specific instructions on transferring securities.

Other ways to give:

Cash

Pledges

United Way

Matching Gifts

Real Estate

In-Kind Gifts

Donor Counsel

Directing Your Gift

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