Gifts of Stock

Appreciated stock is a wonderful way to give a larger gift than you might be free to give with cash. If you transfer the stock to our account without selling the stock first, you may be able to deduct the value of the stock on the day you make the gift, while avoiding paying taxes on the increased value.

To make a gift of stock, provide these Stock Delivery Instructions to your investment manager, then contact us to let us know that you are making this gift so we can watch for it and be sure you are appropriately acknowledged.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.