Gifts of Securities, Stocks, Bonds, or Mutual Funds
A charitable gift of securities, stocks, bonds, or mutual funds provides an opportunity for tax savings while generously sharing with others.
Publicly traded securities, stocks, bonds and mutual funds may be donated to CMTFBW at their present fair market value, including any appreciation in the stock. In this way, you avoid the capital gains tax that would be due if the securities were sold.
In most cases, you also can claim an income tax deduction for the full market value the day of the gift.
If you would like to discuss a gift of stocks or bonds, please call the Development Director at 320-251-7203.
