Stock & Bond Gifts
A charitable gift of stock or bonds can help make the dream of homeownership a reality for deserving family while also providing tax savings for you.
A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciation.
If you would like to discuss a gift of stocks or bonds, please email us or call 317.454.8090.
