A gift of appreciated securities that you have held for more than one year is frequently the most economical way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to 30 percent of your adjusted gross income and will not have to recognize the appreciation as capital gain.
Download the form/instructions for transferring securities for specific information about how to give securities or mutual fund shares to Saint Anselm. Once the form has been filled out, please save it and then email it to Peter Labombarde at email@example.com.
If you have questions, please contact:
Peter M. Labombarde, CFSC
Director, Gift Planning & Individual Gifts