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Complete gift description

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Important reminders

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Details on stock transfer

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Stock transfer form

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Gifts of Appreciated Securities

How it works

You transfer appreciated securities to St. Rose Dominican Health Foundation.

The Foundation sells your securities and uses the proceeds for the purpose you specify.

Benefits

  • You receive gift credit and 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.
  • You pay no capital-gains tax on the securities you donate.
  • Giving appreciated stock could be more beneficial than giving cash.
  • You can make a significant gift now or fund a life-income gift that benefits St. Rose Dominican Health Foundation later.

Consider a gift of appreciated securities if you:

  • Hold stocks, bonds, or mutual fund shares that have risen in value
  • Want to maximize your deduction but not affect your liquidity
  • Want to make an outright gift to St. Rose Dominican Health Foundation, or make a gift that will return lifetime payments to you
  • Want to reinvest your assets to increase your cash flow without paying capital-gains taxes by selling the stock

Related Links

More about gifts of appreciated securities
Electronic stock transfer form

For assistance with this gift plan, please complete the request information form or contact Charles Guida at (702) 616-5750.