Gifts of Appreciated Stocks, Bonds and Mutual Funds

Gifts of stocks, bonds and mutual funds are especially advantageous if securities have increased in value since acquired. By making a gift of securities held longer than one year, you need not pay any capital gains tax on the appreciated values. In addition, you would receive an income tax deduction for the current market value of the gift.

You may transfer gifted stocks, bonds and mutual funds electronically by sending the securities to our account. Please contact us for transfer instructions.

In order to facilitate the transfer and acknowledgement of your gift, please notify us of your name, the name of stock and the number of shares being donated before you transfer the gift. Of course, we will respect the wishes of donors who prefer not to have their name publicly disclosed. You may notify Rob Moir by email at rmoir@oceanriver.org or by telephoning my office, see number in page footer.

 
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