Appreciated Securities
A gift of appreciated securities is for you if ...
- You're holding stocks, bonds, or mutual fund shares that have risen in value.
- You want to maximize your deduction but not affect your liquidity.
- You want to make an outright gift to us, or a gift that will first return lifetime payments to you.
- You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.
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To learn more about Appreciated Securities, Email us, complete the Information Request form, or call us at (323) 953-5300 so that we can assist you.
