Gifts through Appreciated Assets

A gift of appreciated securities such as stocks, mutual funds, and bonds - that have been held for one year and a day, can provide attractive benefits to our donor.  An outright gift of long-term appreciated assets may avoid capital gains taxes and, in most cases, the donor obtains a charitable income tax deduction equal to the market value of the securities. The Foundation has a simple process for making a gift through stocks and appreciated assets. Please call the Foundation Finance Office at 910.815.5038 for more information.