700 Lawn Avenue, Sellersville, PA 18960  |  215-453-4438

David L. Alderfer
Director of Development
Grand View Health Foundation
700 Lawn Avenue
Sellersville, PA 18960
Phone: 215-453-4438
Email: dalderfer@gvh.org

Gifts of Stock or Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Grand View Health Foundation.
  • GVH sells your securities and uses the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com