Appreciated Securities

(Is this gift for you?)

A gift of appreciated securities is for you if ...

• You're holding stocks, bonds, or mutual fund shares that have risen in value
• You want to maximize your deduction but not affect your liquidity
• You want to make an outright gift to us, or a gift that will first return lifetime payments to you
• You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock