Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift.

Benefits of Gifts of Stocks and Bonds

How to Make a Gifts of Stocks, Bonds, and Mutual Funds

More on Gifts of Stocks, Bonds, and Mutual Funds

Long-term appreciated holdings often have better tax advantages than gifts of cash. When you make a gift of publicly trades stock, you can receive full market value for the gift. The value of a charitable gift of stock is determined by calculating the average of the high and low stock prices on the date that the stock is delivered to the PACF and multiplying that average by the number of shares donated. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

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If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.