Gifts of 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.

More

• Picture this gift. Click here.
• Read more detail. Click here.

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