Stocks & Appreciated Securities

They are easily valued without an appraisal, and easy to transfer. Donating appreciated securities before they are sold typically results in a tax advantage. A tax deduction is normally allowed based on the market value at the time of the gift. Since the deduction is based on current value, rather than cost, no tax is paid on the appreciation. To donate stocks, mutual funds, bonds, or other securities please contact Colleen Sandrin at 303-837-6990.

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