Gifts of Appreciated Securities

How It Works

	You transfer securities to Sansum Diabetes Research Institute
	SDRI sells your securities and uses the proceeds for its programs.

Benefits

• You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them. The deductible amount may vary depending on the length of time the securities are held.
• You pay no capital gains tax on the securities you donate.
• You can direct your gift to a specific fund or purpose.
• You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits SDRI later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you.