Stock Gifts

Giving with appreciated securities is easy and has a tremendous impact. With gifts of traded stocks, bonds and mutual funds, you may avoid capital gains tax, receive a sizable charitable deduction and have the satisfaction of knowing you are helping to protect the environment.

For the greatest tax savings, give securities outright instead of selling them beforehand. Consult a tax professional for advice about the best tax savings option for your individual situation.

If this sounds like the right move for you, scroll down the page to our account information. Please call (202) 222-0720 or email [email protected] if you have any questions.