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GIFTS OF STOCKS AND BONDS

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The Village at Incarnate Word.

BENEFITS OF GIFTS OF STOCKS AND BONDS

Avoid paying capital gains tax on the sale of appreciated stock

Receive a charitable income tax deduction

Benefit from payments that may be partially tax-free

HOW TO MAKE A GIFT OF STOCKS AND BONDS

By Electronic Transfer

Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to The Village at Incarnate Word.

By Certified Mail

If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

MORE ON GIFTS OF STOCKS AND BONDS

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

If you have any questions about gifts of stocks and bonds, pleaseĀ contact us. We would be happy to assist you and answer any questions that you have.