Donate a Gift Stock

The gift of an appreciated asset is a powerful way to support our families. If your investments have increased in value since you acquired them, a gift can result in a charitable income tax deduction for the full fair market value of the securities, and you may avoid capital gains taxes on the appreciated stock. Your financial planner or tax advisor can answer your questions about this kind of gift.

You may download our Stock Transfer Form for information. Please contact Judith Factor or call (914) 617-4041 for further assistance.