STOCKS & MUTUAL FUNDS

Gifts of appeciated securities, stocks, and bonds provide considerable tax advantages when transferred before they are sold.  If you have held your securities for more than one year, you may find that your gift will provide twofold tax benefit, creating an income tax deduction as well as helping avoid the capital gains tax that would have been due on their sale. 

 

If you wish to donate stocks, bonds, or physical securities, please call Donna Quirk at 310-675-1384.