Stocks & Securities
If you own stocks, bonds, mutual funds or other assets, it may be advantageous to make your gift directly in the form of securities rather than cash. An outright gift of long-term, appreciated securities is exempt from capital gains taxes, and you receive a charitable tax deduction at the fair market value of the securities.
For more information or to discuss a gift, contact our Investment Manager, Derek Carawan at 919-870-8181.
