Gifts of Appreciated Securities
Appreciated Securities: A Tax-Wise Way to Support King School
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 avoid tax on the capital gain.
For instructions on how to make a gift of appreciated stock or mutual fund shares, please click here to access the Gift of Appreciated Stock Form, contact us at firstname.lastname@example.org or call us 203-588-3010.