DONATION OF APPRECIATED STOCK

If you’re looking for a tax-smart way to leave your legacy, consider a gift of stock. When you gift appreciated stock that you’ve owned for more than one year, you can avoid capital gains tax and receive a charitable income tax deduction when you itemize.

Tip: A donation of appreciated stock is an excellent strategy for both your annual gift to Gloucester Institute and for long term legacy giving!

Gloucester Institute is not engaged in rendering legal or tax advisory services. Individuals considering gifts to Gloucester Institute should obtain the services of a financial advisor, such as an attorney, a certified public accountant, a certified financial planner and/or a chartered life underwriter.